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

Dynamic Financial Group’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	$324K	Buy	943 +3	+0.3%	+$1K	0.24%	54
2026 Q1	$281K	Buy	940 +2	+0.2%	+$626	0.23%	52
2025 Q4	$295K	Buy	938 +4	+0.4%	+$1.25K	0.25%	47
2025 Q3	$288K	Buy	934 +2	+0.2%	+$592	0.25%	49
2025 Q2	$266K	Hold	932	–	–	0.26%	49
2025 Q1	$239K	Buy	932 +3	+0.3%	+$813	0.24%	51
2024 Q4	$251K	Buy	+929	New	+$252K	0.25%	48

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

Dynamic Financial Group's VV Position: Q2 2026 in Review

Dynamic Financial Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.32% in Q2 2026, buying an estimated $1K and bringing the position to 943 shares worth $324K. The position accounts for 0.24% of the portfolio, ranked #54.

Dynamic Financial Group first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Dynamic Financial Group held 943 shares of Vanguard Morningstar Large-Cap ETF worth $324K as of Q2 2026.
Dynamic Financial Group bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.24% of Dynamic Financial Group's portfolio in Q2 2026, its #54 holding.
Dynamic Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.