Ellenbecker Investment Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Ellenbecker Investment 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	$1.88M	Sell	5,461 -764	-12%	-$255K	0.22%	32
2026 Q1	$1.86M	Sell	6,225 -549	-8%	-$172K	0.25%	28
2025 Q4	$2.13M	Buy	6,774 +32	+0.5%	+$9.99K	0.3%	25
2025 Q3	$2.08M	Sell	6,742 -389	-5%	-$115K	0.31%	26
2025 Q2	$2.03M	Sell	7,131 -108	-1%	-$28.5K	0.33%	26
2025 Q1	$1.86M	Sell	7,239 -362	-5%	-$98.1K	0.33%	30
2024 Q4	$2.05M	Sell	7,601 -246	-3%	-$66.7K	0.37%	27
2024 Q3	$2.07M	Buy	7,847 +77	+1%	+$19.5K	0.39%	27
2024 Q2	$1.94M	Buy	7,770 +537	+7%	+$129K	0.39%	27
2024 Q1	$1.73M	Buy	7,233 +21	+0.3%	+$4.8K	0.36%	29
2023 Q4	$1.57M	Buy	7,212 +303	+4%	+$61.9K	0.36%	29
2023 Q3	$1.35M	Buy	6,909 +20	+0.3%	+$4.07K	0.35%	30
2023 Q2	$1.4M	Buy	6,889 +28	+0.4%	+$5.37K	0.35%	29
2023 Q1	$1.28M	Buy	+6,861	New	+$1.25M	0.35%	29

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

Ellenbecker Investment Group's VV Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 12% in Q2 2026, selling an estimated $255K and leaving 5,461 shares worth $1.88M. The position accounts for 0.22% of the portfolio, ranked #32.

Ellenbecker Investment Group first reported a position in VV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.13M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Ellenbecker Investment Group held 5,461 shares of Vanguard Morningstar Large-Cap ETF worth $1.88M as of Q2 2026.
Ellenbecker Investment Group sold 764 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $255K.
Vanguard Morningstar Large-Cap ETF made up 0.22% of Ellenbecker Investment Group's portfolio in Q2 2026, its #32 holding.
Ellenbecker Investment Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Ellenbecker Investment Group's Vanguard Morningstar Large-Cap ETF position peaked at $2.13M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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