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DBK Financial Counsel’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

DBK Financial Counsel’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 		$2.03M Sell
5,908
-6
-0.1% -$2K 1.7% 19
2026
Q1 		$1.77M Sell
5,914
-101
-2% -$31.6K 1.34% 24
2025
Q4 		$1.89M Sell
6,015
-25
-0.4% -$7.81K 1.45% 22
2025
Q3 		$1.86M Hold
6,040
– – 1.56% 22
2025
Q2 		$1.72M Sell
6,040
-170
-3% -$44.8K 1.56% 22
2025
Q1 		$1.6M Buy
6,210
+3,332
+116% +$903K 1.6% 21
2024
Q4 		$776K Sell
2,878
-30
-1% -$8.13K 0.78% 27
2024
Q3 		$766K Sell
2,908
-30
-1% -$7.61K 0.77% 28
2024
Q2 		$733K Sell
2,938
-122
-4% -$29.3K 0.8% 28
2024
Q1 		$734K Sell
3,060
-10
-0.3% -$2.29K 0.77% 29
2023
Q4 		$670K Sell
3,070
-406
-12% -$83K 0.77% 28
2023
Q3 		$680K Sell
3,476
-7
-0.2% -$1.43K 0.9% 26
2023
Q2 		$706K Buy
3,483
+294
+9% +$56.4K 0.95% 24
2023
Q1 		$596K Sell
3,189
-121
-4% -$22K 0.83% 25
2022
Q4 		$577K Hold
3,310
– – 0.92% 27
2022
Q3 		$541K Hold
3,310
– – 0.93% 25
2022
Q2 		$570K Sell
3,310
-10
-0.3% -$1.88K 0.92% 25
2022
Q1 		$692K Hold
3,320
– – 1.02% 22
2021
Q4 		$734K Buy
+3,320
New +$712K 1.05% 21

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

DBK Financial Counsel's VV Position: Q2 2026 in Review

DBK Financial Counsel reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.1% in Q2 2026, selling an estimated $2K and leaving 5,908 shares worth $2.03M. The position accounts for 1.7% of the portfolio, ranked #19.

DBK Financial Counsel first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 967 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • DBK Financial Counsel held 5,908 shares of Vanguard Morningstar Large-Cap ETF worth $2.03M as of Q2 2026.
  • DBK Financial Counsel sold 6 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2K.
  • Vanguard Morningstar Large-Cap ETF made up 1.7% of DBK Financial Counsel's portfolio in Q2 2026, its #19 holding.
  • DBK Financial Counsel first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 967 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.