Eagle Strategies
VV icon

Eagle Strategies’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Eagle Strategies’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
Q3 		$1.71M Buy
4,859
+43
+0.9% +$15.1K 0.17% 109
2026
Q2 		$1.66M Sell
4,816
-372
-7% -$124K 0.16% 109
2026
Q1 		$1.55M Buy
5,188
+22
+0.4% +$6.88K 0.19% 104
2025
Q4 		$1.63M Buy
5,166
+184
+4% +$57.5K 0.21% 99
2025
Q3 		$1.53M Sell
4,982
-626
-11% -$185K 0.21% 100
2025
Q2 		$1.6M Buy
5,608
+122
+2% +$32.1K 0.24% 84
2025
Q1 		$1.41M Buy
5,486
+340
+7% +$92.1K 0.25% 86
2024
Q4 		$1.39M Buy
5,146
+120
+2% +$32.5K 0.24% 81
2024
Q3 		$1.32M Buy
5,026
+181
+4% +$45.9K 0.24% 85
2024
Q2 		$1.21M Buy
4,845
+3,400
+235% +$817K 0.23% 85
2024
Q1 		$346K Sell
1,445
-3,263
-69% -$747K 0.08% 198
2023
Q4 		$1.03M Buy
4,708
+34
+0.7% +$6.95K 0.22% 86
2023
Q3 		$915K Sell
4,674
-1,964
-30% -$400K 0.23% 88
2023
Q2 		$1.35M Buy
6,638
+88
+1% +$16.9K 0.33% 67
2023
Q1 		$1.22M Sell
6,550
-1,770
-21% -$322K 0.31% 66
2022
Q4 		$1.45M Buy
+8,320
New +$1.46M 0.43% 56
2022
Q3 		– Sell
-6,286
Closed -$1.08M – 147
2022
Q2 		$1.08M Buy
+6,286
New +$1.18M 0.39% 57

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Eagle Strategies's VV Position: Q3 2026 in Review

Eagle Strategies increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.89% in Q3 2026, buying an estimated $15.1K and bringing the position to 4,859 shares worth $1.71M. The position accounts for 0.17% of the portfolio, ranked #109.

Eagle Strategies first reported a position in VV in Q2 2022 and has held it in 17 quarters since. 1,253 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Eagle Strategies held 4,859 shares of Vanguard Morningstar Large-Cap ETF worth $1.71M as of Q3 2026.
  • Eagle Strategies bought 43 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $15.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.17% of Eagle Strategies's portfolio in Q3 2026, its #109 holding.
  • Eagle Strategies first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.