Blue Bell Private Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Blue Bell Private Wealth Management’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	$91.8K	Hold	267	–	–	0.01%	365
2026 Q1	$79.8K	Hold	267	–	–	0.01%	367
2025 Q4	$84.1K	Hold	267	–	–	0.01%	355
2025 Q3	$82.2K	Sell	267 -4	-1%	-$1.18K	0.01%	338
2025 Q2	$77.3K	Sell	271 -11	-4%	-$2.9K	0.01%	341
2025 Q1	$72.5K	Hold	282	–	–	0.01%	329
2024 Q4	$76.1K	Hold	282	–	–	0.01%	313
2024 Q3	$74.2K	Sell	282 -41	-13%	-$10.4K	0.01%	310
2024 Q2	$80.6K	Hold	323	–	–	0.02%	299
2024 Q1	$77.4K	Sell	323 -8	-2%	-$1.83K	0.02%	294
2023 Q4	$72.2K	Hold	331	–	–	0.02%	270
2023 Q3	$64.8K	Hold	331	–	–	0.02%	240
2023 Q2	$67.1K	Hold	331	–	–	0.02%	231
2023 Q1	$61.8K	Hold	331	–	–	0.02%	215
2022 Q4	$57.7K	Hold	331	–	–	0.02%	203
2022 Q3	$54K	Hold	331	–	–	0.02%	204
2022 Q2	$57K	Hold	331	–	–	0.02%	206
2022 Q1	$69K	Hold	331	–	–	0.02%	197
2021 Q4	$73K	Sell	331 -109	-25%	-$23.4K	0.02%	186
2021 Q3	$88K	Sell	440 -7	-2%	-$1.45K	0.03%	95
2021 Q2	$90K	Sell	447 -391	-47%	-$76.3K	0.03%	99
2021 Q1	$155K	Buy	838 +95	+13%	+$17.2K	0.05%	87
2020 Q4	$130K	Hold	743	–	–	0.04%	79
2020 Q3	$116K	Buy	743 +80	+12%	+$12.3K	0.05%	83
2020 Q2	$90K	Buy	663 +263	+66%	+$35.6K	0.04%	84
2020 Q1	$47K	Hold	400	–	–	0.03%	98
2019 Q4	$59K	Hold	400	–	–	0.02%	98
2019 Q3	$55K	Hold	400	–	–	0.03%	99
2019 Q2	$54K	Hold	400	–	–	0.02%	102
2019 Q1	$52K	Hold	400	–	–	0.02%	106
2018 Q4	$46K	Hold	400	–	–	0.02%	107
2018 Q3	$53K	Hold	400	–	–	0.02%	113
2018 Q2	$50K	Hold	400	–	–	0.02%	115
2018 Q1	$48K	Hold	400	–	–	0.02%	129
2017 Q4	$49K	Sell	400 -100	-20%	-$11.9K	0.02%	126
2017 Q3	$58K	Hold	500	–	–	0.03%	118
2017 Q2	$56K	Sell	500 -658	-57%	-$72.4K	0.03%	126
2017 Q1	$125K	Hold	1,158	–	–	0.07%	86
2016 Q4	$119K	Hold	1,158	–	–	0.07%	95
2016 Q3	$115K	Hold	1,158	–	–	0.07%	130
2016 Q2	$111K	Hold	1,158	–	–	0.07%	127
2016 Q1	$109K	Hold	1,158	–	–	0.07%	142
2015 Q4	$108K	Hold	1,158	–	–	0.07%	144
2015 Q3	$102K	Hold	1,158	–	–	0.07%	140
2015 Q2	$110K	Hold	1,158	–	–	0.07%	135
2015 Q1	$110K	Hold	1,158	–	–	0.07%	135
2014 Q4	$109K	Hold	1,158	–	–	0.06%	149
2014 Q3	$105K	Hold	1,158	–	–	0.06%	152
2014 Q2	$104K	Hold	1,158	–	–	0.06%	146
2014 Q1	$100K	Hold	1,158	–	–	0.07%	126
2013 Q4	$98K	Buy	+1,158	New	+$94.2K	0.08%	126

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

Blue Bell Private Wealth Management's VV Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 267 shares worth $91.8K. The position accounts for 0.01% of the portfolio, ranked #365.

Blue Bell Private Wealth Management first reported a position in VV in Q4 2013 and has held it in 51 quarters since. The position peaked at $155K in Q1 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Blue Bell Private Wealth Management held 267 shares of Vanguard Morningstar Large-Cap ETF worth $91.8K as of Q2 2026.
Blue Bell Private Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #365 holding.
Blue Bell Private Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2013 and has held it in 51 quarters since.
Blue Bell Private Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $155K in Q1 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.