DHJJ Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

DHJJ Financial Advisors’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	$214K	Buy	624 +1	+0.2%	+$334	0.06%	201
2026 Q1	$186K	Hold	623	–	–	0.06%	206
2025 Q4	$196K	Buy	623 +1	+0.2%	+$312	0.07%	190
2025 Q3	$191K	Sell	622 -3	-0.5%	-$888	0.06%	179
2025 Q2	$178K	Buy	625 +25	+4%	+$6.59K	0.06%	183
2025 Q1	$154K	Sell	600 -12	-2%	-$3.25K	0.06%	177
2024 Q4	$165K	Buy	612 +1	+0.2%	+$271	0.06%	173
2024 Q3	$161K	Buy	611 +18	+3%	+$4.57K	0.06%	167
2024 Q2	$148K	Hold	593	–	–	0.06%	166
2024 Q1	$142K	Buy	593 +1	+0.2%	+$229	0.06%	169
2023 Q4	$129K	Sell	592 -18	-3%	-$3.68K	0.06%	172
2023 Q3	$119K	Buy	+610	New	+$124K	0.06%	168

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

DHJJ Financial Advisors's VV Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.16% in Q2 2026, buying an estimated $334 and bringing the position to 624 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #201.

DHJJ Financial Advisors first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

DHJJ Financial Advisors held 624 shares of Vanguard Morningstar Large-Cap ETF worth $214K as of Q2 2026.
DHJJ Financial Advisors bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #201 holding.
DHJJ Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.