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Disciplined Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Disciplined Investments’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 		$355K Buy
1,033
+1
+0.1% +$334 0.11% 106
2026
Q1 		$308K Hold
1,032
– – 0.11% 110
2025
Q4 		$325K Sell
1,032
-73
-7% -$22.8K 0.12% 105
2025
Q3 		$340K Hold
1,105
– – 0.14% 100
2025
Q2 		$315K Hold
1,105
– – 0.13% 100
2025
Q1 		$284K Buy
1,105
+1
+0.1% +$271 0.13% 108
2024
Q4 		$298K Sell
1,104
-3
-0.3% -$813 0.15% 101
2024
Q3 		$291K Hold
1,107
– – 0.14% 103
2024
Q2 		$276K Hold
1,107
– – 0.15% 106
2024
Q1 		$265K Buy
+1,107
New +$253K 0.14% 106
2023
Q3 		– Sell
-895
Closed -$181K – 1520
2023
Q2 		$181K Sell
895
-140
-14% -$26.8K 0.1% 118
2023
Q1 		$193K Sell
1,035
-95
-8% -$17.3K 0.08% 130
2022
Q4 		$197K Hold
1,130
– – 0.1% 114
2022
Q3 		$185K Sell
1,130
-21
-2% -$3.82K 0.09% 130
2022
Q2 		$198K Sell
1,151
-135
-10% -$25.3K 0.09% 129
2022
Q1 		$268K Sell
1,286
-7
-0.5% -$1.44K 0.11% 113
2021
Q4 		$286K Sell
1,293
-43
-3% -$9.22K 0.13% 105
2021
Q3 		$268K Sell
1,336
-1,023
-43% -$211K 0.13% 105
2021
Q2 		$474K Sell
2,359
-77
-3% -$15K 0.24% 78
2021
Q1 		$451K Sell
2,436
-173
-7% -$31.4K 0.27% 77
2020
Q4 		$459K Sell
2,609
-590
-18% -$98K 0.31% 68
2020
Q3 		$500K Sell
3,199
-89
-3% -$13.7K 0.37% 66
2020
Q2 		$470K Sell
3,288
-29
-0.9% -$3.92K 0.37% 66
2020
Q1 		$393K Buy
3,317
+636
+24% +$89.4K 0.37% 64
2019
Q4 		$396K Buy
+2,681
New +$379K 0.33% 63

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Disciplined Investments's VV Position: Q2 2026 in Review

Disciplined Investments increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.1% in Q2 2026, buying an estimated $334 and bringing the position to 1,033 shares worth $355K. The position accounts for 0.11% of the portfolio, ranked #106.

Disciplined Investments first reported a position in VV in Q4 2019 and has held it in 25 quarters since. The position peaked at $500K in Q3 2020. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Disciplined Investments held 1,033 shares of Vanguard Morningstar Large-Cap ETF worth $355K as of Q2 2026.
  • Disciplined Investments bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
  • Vanguard Morningstar Large-Cap ETF made up 0.11% of Disciplined Investments's portfolio in Q2 2026, its #106 holding.
  • Disciplined Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Disciplined Investments's Vanguard Morningstar Large-Cap ETF position peaked at $500K in Q3 2020.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.