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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Eagle Strategies's VV Position: Q2 2026 in Review

Eagle Strategies reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.2% in Q2 2026, selling an estimated $124K and leaving 4,816 shares worth $1.66M. The position accounts for 0.16% of the portfolio, ranked #109.

Eagle Strategies first reported a position in VV in Q2 2022 and has held it in 16 quarters since. 732 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Eagle Strategies held 4,816 shares of Vanguard Morningstar Large-Cap ETF worth $1.66M as of Q2 2026.
  • Eagle Strategies sold 372 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Morningstar Large-Cap ETF made up 0.16% of Eagle Strategies's portfolio in Q2 2026, its #109 holding.
  • Eagle Strategies first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 732 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.