Braun-Bostich & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Braun-Bostich & Associates’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	$242K	Hold	704	–	–	0.14%	115
2026 Q1	$210K	Sell	704 -1,656	-70%	-$518K	0.13%	124
2025 Q4	$743K	Hold	2,360	–	–	0.46%	50
2025 Q3	$727K	Hold	2,360	–	–	0.46%	49
2025 Q2	$673K	Hold	2,360	–	–	0.46%	50
2025 Q1	$607K	Buy	2,360 +17	+0.7%	+$4.61K	0.45%	52
2024 Q4	$632K	Hold	2,343	–	–	0.46%	49
2024 Q3	$617K	Hold	2,343	–	–	0.43%	46
2024 Q2	$585K	Hold	2,343	–	–	0.43%	47
2024 Q1	$562K	Sell	2,343 -82	-3%	-$18.8K	0.47%	60
2023 Q4	$529K	Hold	2,425	–	–	0.48%	53
2023 Q3	$475K	Buy	+2,425	New	+$494K	0.89%	22
2022 Q3	–	Sell	-2,425	Closed	-$418K	–	66
2022 Q2	$418K	Hold	2,425	–	–	1.09%	34
2022 Q1	$506K	Buy	+2,425	New	+$498K	1.09%	29
2021 Q4	–	Sell	-2,425	Closed	-$487K	–	153
2021 Q3	$487K	Hold	2,425	–	–	0.92%	32
2021 Q2	$487K	Hold	2,425	–	–	0.89%	32
2021 Q1	$449K	Hold	2,425	–	–	0.86%	31
2020 Q4	$426K	Hold	2,425	–	–	0.86%	31
2020 Q3	$379K	Hold	2,425	–	–	0.38%	36
2020 Q2	$347K	Hold	2,425	–	–	0.34%	55
2020 Q1	$275K	Hold	2,425	–	–	0.35%	60
2019 Q4	$362K	Hold	2,425	–	–	0.36%	60
2019 Q3	$331K	Hold	2,425	–	–	0.38%	61
2019 Q2	$327K	Hold	2,425	–	–	0.34%	57
2019 Q1	$315K	Hold	2,425	–	–	0.33%	77
2018 Q4	$279K	Sell	2,425 -867	-26%	-$107K	0.3%	88
2018 Q3	$440K	Hold	3,292	–	–	0.42%	78
2018 Q2	$411K	Hold	3,292	–	–	0.41%	82
2018 Q1	$399K	Hold	3,292	–	–	0.35%	87
2017 Q4	$404K	Buy	+3,292	New	+$393K	0.34%	79

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

Braun-Bostich & Associates's VV Position: Q2 2026 in Review

Braun-Bostich & Associates held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 704 shares worth $242K. The position accounts for 0.14% of the portfolio, ranked #115.

Braun-Bostich & Associates first reported a position in VV in Q4 2017 and has held it in 30 quarters since. The position peaked at $743K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Braun-Bostich & Associates held 704 shares of Vanguard Morningstar Large-Cap ETF worth $242K as of Q2 2026.
Braun-Bostich & Associates left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Braun-Bostich & Associates's portfolio in Q2 2026, its #115 holding.
Braun-Bostich & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 30 quarters since.
Braun-Bostich & Associates's Vanguard Morningstar Large-Cap ETF position peaked at $743K in Q4 2025.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.