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Brookstone Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Brookstone Capital Management’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 		$903K Buy
2,624
+256
+11% +$85.4K 0.01% 728
2026
Q1 		$708K Buy
2,368
+115
+5% +$36K 0.01% 755
2025
Q4 		$709K Sell
2,253
-52
-2% -$16.2K 0.01% 738
2025
Q3 		$710K Sell
2,305
-103
-4% -$30.5K 0.01% 717
2025
Q2 		$687K Sell
2,408
-104
-4% -$27.4K 0.01% 666
2025
Q1 		$646K Sell
2,512
-97
-4% -$26.3K 0.01% 655
2024
Q4 		$704K Sell
2,609
-13
-0.5% -$3.52K 0.01% 610
2024
Q3 		$690K Sell
2,622
-51
-2% -$12.9K 0.01% 607
2024
Q2 		$683K Sell
2,673
-392
-13% -$94.2K 0.01% 575
2024
Q1 		$735K Buy
3,065
+570
+23% +$130K 0.01% 545
2023
Q4 		$544K Sell
2,495
-102
-4% -$20.9K 0.01% 583
2023
Q3 		$507K Sell
2,597
-203
-7% -$41.3K 0.01% 569
2023
Q2 		$561K Sell
2,800
-381
-12% -$73K 0.01% 550
2023
Q1 		$601K Buy
3,181
+1,650
+108% +$300K 0.01% 553
2022
Q4 		$270K Buy
1,531
+42
+3% +$7.37K 0.01% 714
2022
Q3 		$243K Buy
+1,489
New +$271K 0.01% 711
2022
Q2 		– Sell
-1,013
Closed -$205K – 840
2022
Q1 		$205K Sell
1,013
-352
-26% -$72.3K ﹤0.01% 732
2021
Q4 		$294K Buy
1,365
+31
+2% +$6.65K 0.01% 633
2021
Q3 		$272K Sell
1,334
-576
-30% -$119K ﹤0.01% 623
2021
Q2 		$389K Buy
+1,910
New +$373K 0.01% 528

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Brookstone Capital Management's VV Position: Q2 2026 in Review

Brookstone Capital Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 11% in Q2 2026, buying an estimated $85.4K and bringing the position to 2,624 shares worth $903K. The position accounts for 0.01% of the portfolio, ranked #728.

Brookstone Capital Management first reported a position in VV in Q2 2021 and has held it in 20 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Brookstone Capital Management held 2,624 shares of Vanguard Morningstar Large-Cap ETF worth $903K as of Q2 2026.
  • Brookstone Capital Management bought 256 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $85.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #728 holding.
  • Brookstone Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.