Blackston Financial Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Blackston Financial Advisory Group’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	$13.2M	Sell	38,389 -993	-3%	-$331K	7.44%	4
2026 Q1	$11.8M	Sell	39,382 -237	-0.6%	-$74.2K	7.38%	4
2025 Q4	$12.5M	Sell	39,619 -1,525	-4%	-$476K	7.59%	4
2025 Q3	$12.7M	Sell	41,144 -105	-0.3%	-$31.1K	7.52%	4
2025 Q2	$11.8M	Sell	41,249 -2,374	-5%	-$626K	7.36%	4
2025 Q1	$11.2M	Sell	43,623 -2,742	-6%	-$743K	7.61%	4
2024 Q4	$12.5M	Buy	46,365 +284	+0.6%	+$77K	6.23%	4
2024 Q3	$12.1M	Buy	+46,081	New	+$11.7M	6.27%	5
2024 Q2	–	Sell	-51,216	Closed	-$12.3M	–	105
2024 Q1	$12.3M	Sell	51,216 -259	-0.5%	-$59.3K	8.15%	5
2023 Q4	$11.2M	Sell	51,475 -214	-0.4%	-$43.7K	7.11%	5
2023 Q3	$10.1M	Buy	51,689 +3,727	+8%	+$759K	7.05%	5
2023 Q2	$9.72M	Sell	47,962 -1,607	-3%	-$308K	7.01%	5
2023 Q1	$9.26M	Sell	49,569 -6,848	-12%	-$1.25M	6.92%	6
2022 Q4	$9.83M	Sell	56,417 -2,487	-4%	-$436K	7.13%	6
2022 Q3	$10.4M	Sell	58,904 -4,330	-7%	-$787K	7.33%	6
2022 Q2	$11.3M	Buy	63,234 +9,479	+18%	+$1.78M	7.36%	6
2022 Q1	$10.8M	Sell	53,755 -1,446	-3%	-$297K	7.04%	4
2021 Q4	$12.2M	Buy	+55,201	New	+$11.8M	7.07%	4

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Blackston Financial Advisory Group's VV Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.5% in Q2 2026, selling an estimated $331K and leaving 38,389 shares worth $13.2M. The position accounts for 7.44% of the portfolio, ranked #4.

Blackston Financial Advisory Group first reported a position in VV in Q4 2021 and has held it in 18 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Blackston Financial Advisory Group held 38,389 shares of Vanguard Morningstar Large-Cap ETF worth $13.2M as of Q2 2026.
Blackston Financial Advisory Group sold 993 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $331K.
Vanguard Morningstar Large-Cap ETF made up 7.44% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #4 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.