CFO4Life Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

CFO4Life Group’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	$291K	Hold	845	–	–	0.04%	183
2026 Q1	$253K	Hold	845	–	–	0.04%	180
2025 Q4	$266K	Hold	845	–	–	0.04%	195
2025 Q3	$260K	Hold	845	–	–	0.04%	189
2025 Q2	$241K	Hold	845	–	–	0.04%	193
2025 Q1	$217K	Hold	845	–	–	0.04%	194
2024 Q4	$228K	Hold	845	–	–	0.04%	187
2024 Q3	$222K	Hold	845	–	–	0.04%	188
2024 Q2	$211K	Sell	845 -44	-5%	-$10.6K	0.04%	183
2024 Q1	$213K	Buy	+889	New	+$203K	0.04%	175
2022 Q3	–	Sell	-1,347	Closed	-$235K	–	165
2022 Q2	$235K	Hold	1,347	–	–	0.06%	125
2022 Q1	$281K	Hold	1,347	–	–	0.06%	122
2021 Q4	$298K	Hold	1,347	–	–	0.06%	119
2021 Q3	$271K	Hold	1,347	–	–	0.06%	118
2021 Q2	$270K	Hold	1,347	–	–	0.06%	116
2021 Q1	$250K	Sell	1,347 -57	-4%	-$10.3K	0.06%	124
2020 Q4	$247K	Buy	1,404 +57	+4%	+$9.47K	0.07%	125
2020 Q3	$211K	Buy	+1,347	New	+$208K	0.07%	118
2018 Q3	–	Sell	-1,909	Closed	-$238K	–	136
2018 Q2	$238K	Buy	+1,909	New	+$237K	0.1%	107

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

CFO4Life Group's VV Position: Q2 2026 in Review

CFO4Life Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 845 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #183.

CFO4Life Group first reported a position in VV in Q2 2018 and has held it in 19 quarters since. The position peaked at $298K in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

CFO4Life Group held 845 shares of Vanguard Morningstar Large-Cap ETF worth $291K as of Q2 2026.
CFO4Life Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of CFO4Life Group's portfolio in Q2 2026, its #183 holding.
CFO4Life Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and has held it in 19 quarters since.
CFO4Life Group's Vanguard Morningstar Large-Cap ETF position peaked at $298K in Q4 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.