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

Dunhill Financial’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	$182K	Hold	528	–	–	0.04%	169
2026 Q1	$158K	Buy	+528	New	+$165K	0.04%	170
2025 Q2	–	Sell	-17	Closed	-$4.33K	–	1134
2025 Q1	$4.33K	Buy	+17	New	+$4.61K	﹤0.01%	591
2024 Q4	–	Sell	-55	Closed	-$14.4K	–	973
2024 Q3	$14.4K	Buy	55 +1	+2%	+$254	0.01%	312
2024 Q2	$13.6K	Hold	54	–	–	0.01%	250
2024 Q1	$13K	Hold	54	–	–	0.01%	202
2023 Q4	$11.8K	Buy	+54	New	+$11K	0.01%	187

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

Dunhill Financial's VV Position: Q2 2026 in Review

Dunhill Financial held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 528 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #169.

Dunhill Financial first reported a position in VV in Q4 2023 and has held it in 7 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Dunhill Financial held 528 shares of Vanguard Morningstar Large-Cap ETF worth $182K as of Q2 2026.
Dunhill Financial left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Dunhill Financial's portfolio in Q2 2026, its #169 holding.
Dunhill Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 7 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.