Cornerstone Financial Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cornerstone Financial 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	$126K	Hold	365	–	–	0.1%	106
2026 Q1	$109K	Hold	365	–	–	0.1%	105
2025 Q4	$115K	Buy	+365	New	+$114K	0.11%	98

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

Cornerstone Financial Management's VV Position: Q2 2026 in Review

Cornerstone Financial Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 365 shares worth $126K. The position accounts for 0.1% of the portfolio, ranked #106.

Cornerstone Financial Management first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cornerstone Financial Management held 365 shares of Vanguard Morningstar Large-Cap ETF worth $126K as of Q2 2026.
Cornerstone Financial Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Cornerstone Financial Management's portfolio in Q2 2026, its #106 holding.
Cornerstone Financial Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.