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

Burling 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	$2.55M	Buy	7,409 +93	+1%	+$31K	0.37%	65
2026 Q1	$2.19M	Buy	7,316 +3,905	+114%	+$1.22M	0.35%	67
2025 Q4	$1.07M	Buy	3,411 +835	+32%	+$261K	0.17%	92
2025 Q3	$793K	Hold	2,576	–	–	0.13%	109
2025 Q2	$735K	Hold	2,576	–	–	0.14%	105
2025 Q1	$662K	Hold	2,576	–	–	0.14%	108
2024 Q4	$695K	Buy	+2,576	New	+$698K	0.14%	108

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

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

Burling Wealth Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.3% in Q2 2026, buying an estimated $31K and bringing the position to 7,409 shares worth $2.55M. The position accounts for 0.37% of the portfolio, ranked #65.

Burling Wealth Partners first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Burling Wealth Partners held 7,409 shares of Vanguard Morningstar Large-Cap ETF worth $2.55M as of Q2 2026.
Burling Wealth Partners bought 93 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $31K.
Vanguard Morningstar Large-Cap ETF made up 0.37% of Burling Wealth Partners's portfolio in Q2 2026, its #65 holding.
Burling Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.