Brooklyn FI’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Brooklyn FI’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 Q1	$4.97M	Buy	16,629 +690	+4%	+$216K	1.04%	27
2025 Q4	$5.02M	Buy	15,939 +2,944	+23%	+$919K	1.07%	26
2025 Q3	$4M	Sell	12,995 -14	-0.1%	-$4.14K	0.9%	29
2025 Q2	$3.71M	Buy	13,009 +8,438	+185%	+$2.22M	0.95%	28
2025 Q1	$1.17M	Sell	4,571 -792	-15%	-$215K	0.36%	37
2024 Q4	$1.45M	Buy	5,363 +3,260	+155%	+$883K	0.48%	35
2024 Q3	$554K	Buy	+2,103	New	+$534K	0.2%	39

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brooklyn FI's VV Position: Q1 2026 in Review

Brooklyn FI increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.3% in Q1 2026, buying an estimated $216K and bringing the position to 16,629 shares worth $4.97M. The position accounts for 1.04% of the portfolio, ranked #27.

Brooklyn FI first reported a position in VV in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.02M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Brooklyn FI held 16,629 shares of Vanguard Morningstar Large-Cap ETF worth $4.97M as of Q1 2026.
Brooklyn FI bought 690 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $216K.
Vanguard Morningstar Large-Cap ETF made up 1.04% of Brooklyn FI's portfolio in Q1 2026, its #27 holding.
Brooklyn FI first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Brooklyn FI's Vanguard Morningstar Large-Cap ETF position peaked at $5.02M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.