BSW Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BSW Wealth Partners’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	$1.12M	Hold	3,250	–	–	0.12%	100
2026 Q1	$971K	Hold	3,250	–	–	0.12%	99
2025 Q4	$1.02M	Hold	3,250	–	–	0.12%	99
2025 Q3	$1M	Hold	3,250	–	–	0.12%	96
2025 Q2	$927K	Hold	3,250	–	–	0.13%	98
2025 Q1	$835K	Hold	3,250	–	–	0.13%	94
2024 Q4	$877K	Hold	3,250	–	–	0.13%	94
2024 Q3	$856K	Hold	3,250	–	–	0.13%	91
2024 Q2	$811K	Hold	3,250	–	–	0.13%	91
2024 Q1	$779K	Hold	3,250	–	–	0.13%	95
2023 Q4	$709K	Hold	3,250	–	–	0.14%	95
2023 Q3	$636K	Hold	3,250	–	–	0.14%	88
2023 Q2	$659K	Hold	3,250	–	–	0.14%	92
2023 Q1	$607K	Hold	3,250	–	–	0.12%	117
2022 Q4	$566K	Hold	3,250	–	–	0.12%	124
2022 Q3	$532K	Hold	3,250	–	–	0.13%	109
2022 Q2	$560K	Hold	3,250	–	–	0.13%	110
2022 Q1	$678K	Hold	3,250	–	–	0.17%	98
2021 Q4	$718K	Hold	3,250	–	–	0.18%	81
2021 Q3	$653K	Hold	3,250	–	–	0.18%	74
2021 Q2	$652K	Hold	3,250	–	–	0.18%	78
2021 Q1	$602K	Hold	3,250	–	–	0.17%	75
2020 Q4	$571K	Hold	3,250	–	–	0.18%	74
2020 Q3	$508K	Hold	3,250	–	–	0.19%	69
2020 Q2	$465K	Hold	3,250	–	–	0.16%	69
2020 Q1	$385K	Hold	3,250	–	–	0.16%	66
2019 Q4	$480K	Hold	3,250	–	–	0.16%	63
2019 Q3	$443K	Hold	3,250	–	–	0.17%	54
2019 Q2	$438K	Hold	3,250	–	–	0.17%	55
2019 Q1	$422K	Hold	3,250	–	–	0.17%	54
2018 Q4	$373K	Hold	3,250	–	–	0.14%	60
2018 Q3	$434K	Hold	3,250	–	–	0.17%	53
2018 Q2	$405K	Hold	3,250	–	–	0.18%	49
2018 Q1	$394K	Hold	3,250	–	–	0.18%	46
2017 Q4	$398K	Hold	3,250	–	–	0.17%	51
2017 Q3	$375K	Hold	3,250	–	–	0.16%	50
2017 Q2	$361K	Hold	3,250	–	–	0.16%	50
2017 Q1	$351K	Hold	3,250	–	–	0.17%	47
2016 Q4	$333K	Buy	3,250 +2,928	+909%	+$293K	0.17%	52
2016 Q3	$3.25K	Sell	322 -2,928	-90%	-$290K	0.11%	60
2016 Q2	$312K	Hold	3,250	–	–	0.17%	51
2016 Q1	$306K	Hold	3,250	–	–	0.17%	47
2015 Q4	$304K	Hold	3,250	–	–	0.15%	47
2015 Q3	$286K	Hold	3,250	–	–	0.17%	47
2015 Q2	$308K	Hold	3,250	–	–	0.2%	47
2015 Q1	$309K	Hold	3,250	–	–	0.2%	43
2014 Q4	$307K	Hold	3,250	–	–	0.25%	49
2014 Q3	$294K	Hold	3,250	–	–	0.23%	46
2014 Q2	$293K	Hold	3,250	–	–	0.23%	42
2014 Q1	$280K	Hold	3,250	–	–	0.23%	39
2013 Q4	$276K	Hold	3,250	–	–	0.22%	40
2013 Q3	$251K	Hold	3,250	–	–	0.22%	40
2013 Q2	$239K	Buy	+3,250	New	+$240K	0.21%	40

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

BSW Wealth Partners's VV Position: Q2 2026 in Review

BSW Wealth Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 3,250 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #100.

BSW Wealth Partners first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

BSW Wealth Partners held 3,250 shares of Vanguard Morningstar Large-Cap ETF worth $1.12M as of Q2 2026.
BSW Wealth Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.12% of BSW Wealth Partners's portfolio in Q2 2026, its #100 holding.
BSW Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.