BLVD Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BLVD Private Wealth’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 Q3	$382K	Hold	1,085	–	–	0.28%	49
2026 Q2	$373K	Hold	1,085	–	–	0.28%	46
2026 Q1	$324K	Hold	1,085	–	–	0.28%	47
2025 Q4	$342K	Sell	1,085 -371	-25%	-$116K	0.3%	44
2025 Q3	$448K	Hold	1,456	–	–	0.38%	41
2025 Q2	$415K	Buy	+1,456	New	+$384K	0.39%	42

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

Arbor Wealth Management (Arizona) Tempe, Arizona $112M AUM 8% 1-Year Est. Return

BLVD Private Wealth's VV Position: Q3 2026 in Review

BLVD Private Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,085 shares worth $382K. The position accounts for 0.28% of the portfolio, ranked #49.

BLVD Private Wealth first reported a position in VV in Q2 2025 and has held it in 6 quarters since. The position peaked at $448K in Q3 2025. 395 funds tracked by Wall St. Rank hold VV as of Q3 2026.

BLVD Private Wealth held 1,085 shares of Vanguard Morningstar Large-Cap ETF worth $382K as of Q3 2026.
BLVD Private Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.28% of BLVD Private Wealth's portfolio in Q3 2026, its #49 holding.
BLVD Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 6 quarters since.
BLVD Private Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $448K in Q3 2025.
395 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.