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

Financial Alternatives’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	$3.34M	Hold	9,723	–	–	1.65%	14
2026 Q1	$2.91M	Hold	9,723	–	–	1.57%	13
2025 Q4	$3.06M	Hold	9,723	–	–	1.78%	14
2025 Q3	$2.99M	Hold	9,723	–	–	1.81%	15
2025 Q2	$2.77M	Hold	9,723	–	–	1.81%	14
2025 Q1	$2.5M	Hold	9,723	–	–	1.78%	14
2024 Q4	$2.62M	Hold	9,723	–	–	1.85%	14
2024 Q3	$2.56M	Hold	9,723	–	–	1.8%	15
2024 Q2	$2.43M	Hold	9,723	–	–	1.82%	14
2024 Q1	$2.33M	Hold	9,723	–	–	1.8%	14
2023 Q4	$2.12M	Hold	9,723	–	–	1.79%	14
2023 Q3	$1.9M	Hold	9,723	–	–	1.76%	14
2023 Q2	$1.97M	Sell	9,723 -350	-3%	-$67.1K	1.78%	14
2023 Q1	$1.88M	Hold	10,073	–	–	1.8%	14
2022 Q4	$1.75M	Buy	+10,073	New	+$1.77M	1.74%	15

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

Financial Alternatives's VV Position: Q2 2026 in Review

Financial Alternatives held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 9,723 shares worth $3.34M. The position accounts for 1.65% of the portfolio, ranked #14.

Financial Alternatives first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Financial Alternatives held 9,723 shares of Vanguard Morningstar Large-Cap ETF worth $3.34M as of Q2 2026.
Financial Alternatives left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 1.65% of Financial Alternatives's portfolio in Q2 2026, its #14 holding.
Financial Alternatives first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.