BDF
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Black Diamond Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Black Diamond Financial’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4M Buy
39,003
+19,857
+104% +$6.62M 1.18% 24
2026
Q1 		$5.72M Buy
19,146
+1
+0% +$313 0.62% 34
2025
Q4 		$6.03M Sell
19,145
-637
-3% -$199K 0.64% 36
2025
Q3 		$6.09M Buy
19,782
+1
+0% +$296 0.68% 35
2025
Q2 		$5.64M Sell
19,781
-34
-0.2% -$8.96K 0.88% 30
2025
Q1 		$5.09M Buy
19,815
+90
+0.5% +$24.4K 0.76% 32
2024
Q4 		$5.32M Buy
19,725
+1
+0% +$271 0.8% 32
2024
Q3 		$5.19M Sell
19,724
-189
-0.9% -$47.9K 0.88% 32
2024
Q2 		$4.97M Sell
19,913
-66
-0.3% -$15.9K 0.96% 29
2024
Q1 		$4.36M Hold
19,979
– – 1.18% 23
2023
Q4 		$4.36M Sell
19,979
-1
-0% -$204 1.18% 23
2023
Q3 		$3.91M Buy
19,980
+1
+0% +$204 1.2% 23
2023
Q2 		$4.05M Buy
19,979
+23
+0.1% +$4.41K 1.2% 23
2023
Q1 		$3.73M Buy
19,956
+41
+0.2% +$7.46K 1.22% 22
2022
Q4 		$3.47M Buy
19,915
+42
+0.2% +$7.37K 1.25% 21
2022
Q3 		$3.25M Buy
19,873
+21
+0.1% +$3.82K 1.31% 21
2022
Q2 		$3.42M Buy
19,852
+1
+0% +$188 1.35% 20
2022
Q1 		$4.14M Sell
19,851
-92
-0.5% -$18.9K 1.31% 22
2021
Q4 		$4.41M Buy
19,943
+3,898
+24% +$836K 1.48% 17
2021
Q3 		$3.22M Sell
16,045
-3,739
-19% -$773K 1.55% 16
2021
Q2 		$3.97M Buy
19,784
+81
+0.4% +$15.8K 1.55% 15
2021
Q1 		$3.65M Buy
19,703
+1
+0% +$181 1.55% 15
2020
Q4 		$3.46M Buy
19,702
+20
+0.1% +$3.32K 1.59% 15
2020
Q3 		$3.08M Hold
19,682
– – 1.73% 14
2020
Q2 		$2.81M Buy
19,682
+2
+0% +$270 1.84% 16
2020
Q1 		$2.33M Buy
19,680
+1,145
+6% +$161K 1.77% 19
2019
Q4 		$2.74M Sell
18,535
-2,489
-12% -$352K 1.98% 19
2019
Q3 		$2.87M Buy
21,024
+2,376
+13% +$322K 2.11% 18
2019
Q2 		$2.51M Buy
18,648
+2
+0% +$265 2.14% 19
2019
Q1 		$2.42M Sell
18,646
-1,749
-9% -$219K 2.16% 19
2018
Q4 		$2.32M Buy
+20,395
New +$2.53M 1.83% 21

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Black Diamond Financial's VV Position: Q2 2026 in Review

Black Diamond Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 104% in Q2 2026, buying an estimated $6.62M and bringing the position to 39,003 shares worth $13.4M. The position accounts for 1.18% of the portfolio, ranked #24.

Black Diamond Financial first reported a position in VV in Q4 2018 and has held it in 31 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Black Diamond Financial held 39,003 shares of Vanguard Morningstar Large-Cap ETF worth $13.4M as of Q2 2026.
  • Black Diamond Financial bought 19,857 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $6.62M.
  • Vanguard Morningstar Large-Cap ETF made up 1.18% of Black Diamond Financial's portfolio in Q2 2026, its #24 holding.
  • Black Diamond Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.