Bradley Foster & Sargent’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bradley Foster & Sargent’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	$295K	Hold	857	–	–	﹤0.01%	479
2026 Q1	$256K	Hold	857	–	–	﹤0.01%	484
2025 Q4	$270K	Hold	857	–	–	﹤0.01%	483
2025 Q3	$264K	Hold	857	–	–	﹤0.01%	486
2025 Q2	$245K	Hold	857	–	–	﹤0.01%	496
2025 Q1	$220K	Hold	857	–	–	﹤0.01%	448
2024 Q4	$231K	Buy	857 +65	+8%	+$17.6K	﹤0.01%	442
2024 Q3	$209K	Buy	+792	New	+$201K	﹤0.01%	450

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

Bradley Foster & Sargent's VV Position: Q2 2026 in Review

Bradley Foster & Sargent held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 857 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Bradley Foster & Sargent first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Bradley Foster & Sargent held 857 shares of Vanguard Morningstar Large-Cap ETF worth $295K as of Q2 2026.
Bradley Foster & Sargent left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #479 holding.
Bradley Foster & Sargent first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.