BridgePort Financial Solutions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BridgePort Financial Solutions’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	$422K	Hold	1,226	–	–	0.11%	152
2026 Q1	$366K	Buy	1,226 +81	+7%	+$25.3K	0.1%	156
2025 Q4	$360K	Buy	1,145 +2	+0.2%	+$625	0.1%	161
2025 Q3	$352K	Hold	1,143	–	–	0.09%	165
2025 Q2	$326K	Hold	1,143	–	–	0.11%	146
2025 Q1	$294K	Hold	1,143	–	–	0.13%	128
2024 Q4	$308K	Buy	+1,143	New	+$310K	0.14%	130

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

BridgePort Financial Solutions's VV Position: Q2 2026 in Review

BridgePort Financial Solutions held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,226 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #152.

BridgePort Financial Solutions first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

BridgePort Financial Solutions held 1,226 shares of Vanguard Morningstar Large-Cap ETF worth $422K as of Q2 2026.
BridgePort Financial Solutions left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.11% of BridgePort Financial Solutions's portfolio in Q2 2026, its #152 holding.
BridgePort Financial Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.