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

Ethos 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	$676K	Buy	2,015 +15	+0.8%	+$5K	0.05%	294
2026 Q1	$598K	Sell	2,000 -4,288	-68%	-$1.34M	0.04%	281
2025 Q4	$1.98M	Buy	6,288 +3,098	+97%	+$967K	0.15%	138
2025 Q3	$985K	Buy	3,190 +197	+7%	+$58.3K	0.08%	182
2025 Q2	$856K	Buy	2,993 +1,121	+60%	+$295K	0.07%	187
2025 Q1	$505K	Hold	1,872	–	–	0.05%	231
2024 Q4	$505K	Sell	1,872 -2,327	-55%	-$631K	0.07%	155
2024 Q3	$1.11M	Buy	+4,199	New	+$1.07M	0.18%	75

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

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

Ethos Financial Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.75% in Q2 2026, buying an estimated $5K and bringing the position to 2,015 shares worth $676K. The position accounts for 0.05% of the portfolio, ranked #294.

Ethos Financial Group first reported a position in VV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Ethos Financial Group held 2,015 shares of Vanguard Morningstar Large-Cap ETF worth $676K as of Q2 2026.
Ethos Financial Group bought 15 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $5K.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #294 holding.
Ethos Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Ethos Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.98M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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