BNC Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BNC 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	$233K	Hold	677	–	–	0.06%	98
2026 Q1	$202K	Hold	677	–	–	0.06%	104
2025 Q4	$213K	Hold	677	–	–	0.05%	101
2025 Q3	$208K	Buy	+677	New	+$200K	0.05%	102
2020 Q4	–	Sell	-206	Closed	-$32K	–	457
2020 Q3	$32K	Buy	+206	New	+$31.8K	0.02%	196

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

BNC Wealth Management's VV Position: Q2 2026 in Review

BNC Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 677 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #98.

BNC Wealth Management first reported a position in VV in Q3 2020 and has held it in 5 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

BNC Wealth Management held 677 shares of Vanguard Morningstar Large-Cap ETF worth $233K as of Q2 2026.
BNC Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.06% of BNC Wealth Management's portfolio in Q2 2026, its #98 holding.
BNC Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 5 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.