Bogart Wealth LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bogart Wealth LLC’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	$288K	Hold	837	–	–	0.01%	235
2026 Q1	$250K	Hold	837	–	–	0.01%	231
2025 Q4	$263K	Hold	837	–	–	0.01%	229
2025 Q3	$258K	Sell	837 -819	-49%	-$243K	0.01%	216
2025 Q2	$472K	Hold	1,656	–	–	0.02%	166
2025 Q1	$426K	Hold	1,656	–	–	0.02%	164
2024 Q4	$447K	Hold	1,656	–	–	0.02%	163
2024 Q3	$436K	Hold	1,656	–	–	0.02%	164
2024 Q2	$413K	Hold	1,656	–	–	0.02%	158
2024 Q1	$397K	Hold	1,656	–	–	0.02%	156
2023 Q4	$361K	Hold	1,656	–	–	0.02%	163
2023 Q3	$324K	Hold	1,656	–	–	0.02%	164
2023 Q2	$336K	Hold	1,656	–	–	0.02%	163
2023 Q1	$309K	Buy	1,656 +288	+21%	+$52.4K	0.02%	158
2022 Q4	$238K	Buy	1,368 +549	+67%	+$96.3K	0.02%	169
2022 Q3	$134K	Buy	+819	New	+$149K	0.01%	195

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

Bogart Wealth LLC's VV Position: Q2 2026 in Review

Bogart Wealth LLC held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 837 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #235.

Bogart Wealth LLC first reported a position in VV in Q3 2022 and has held it in 16 quarters since. The position peaked at $472K in Q2 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Bogart Wealth LLC held 837 shares of Vanguard Morningstar Large-Cap ETF worth $288K as of Q2 2026.
Bogart Wealth LLC left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #235 holding.
Bogart Wealth LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Bogart Wealth LLC's Vanguard Morningstar Large-Cap ETF position peaked at $472K in Q2 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.