Brown, Lisle/Cummings’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Brown, Lisle/Cummings’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	$1.72M	Hold	5,755	–	–	0.43%	62
2025 Q4	$1.81M	Hold	5,755	–	–	0.45%	52
2025 Q3	$1.77M	Hold	5,755	–	–	0.45%	53
2025 Q2	$1.64M	Hold	5,755	–	–	0.44%	57
2025 Q1	$1.48M	Hold	5,755	–	–	0.43%	58
2024 Q4	$1.55M	Hold	5,755	–	–	0.46%	56
2024 Q3	$1.52M	Hold	5,755	–	–	0.46%	53
2024 Q2	$1.44M	Hold	5,755	–	–	0.47%	51
2024 Q1	$1.38M	Sell	5,755 -100	-2%	-$22.9K	0.47%	53
2023 Q4	$1.28M	Hold	5,855	–	–	0.47%	50
2023 Q3	$1.15M	Hold	5,855	–	–	0.52%	47
2023 Q2	$1.19M	Buy	5,855 +2,025	+53%	+$388K	0.53%	47
2023 Q1	$715K	Buy	+3,830	New	+$697K	0.36%	66

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Brown, Lisle/Cummings's VV Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 5,755 shares worth $1.72M. The position accounts for 0.43% of the portfolio, ranked #62.

Brown, Lisle/Cummings first reported a position in VV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.81M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Brown, Lisle/Cummings held 5,755 shares of Vanguard Morningstar Large-Cap ETF worth $1.72M as of Q1 2026.
Brown, Lisle/Cummings left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.43% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #62 holding.
Brown, Lisle/Cummings first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Brown, Lisle/Cummings's Vanguard Morningstar Large-Cap ETF position peaked at $1.81M in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.