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

Financial Futures’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	$495K	Hold	1,439	–	–	0.19%	47
2026 Q1	$430K	Sell	1,439 -10	-0.7%	-$3.13K	0.19%	47
2025 Q4	$456K	Hold	1,449	–	–	0.21%	48
2025 Q3	$446K	Hold	1,449	–	–	0.22%	51
2025 Q2	$413K	Sell	1,449 -5	-0.3%	-$1.32K	0.22%	50
2025 Q1	$374K	Sell	1,454 -27	-2%	-$7.31K	0.21%	45
2024 Q4	$399K	Sell	1,481 -38	-3%	-$10.3K	0.23%	44
2024 Q3	$400K	Hold	1,519	–	–	0.23%	42
2024 Q2	$379K	Hold	1,519	–	–	0.24%	40
2024 Q1	$364K	Hold	1,519	–	–	0.24%	38
2023 Q4	$331K	Sell	1,519 -7	-0.5%	-$1.43K	0.25%	34
2023 Q3	$299K	Buy	1,526 +1	+0.1%	+$204	0.24%	40
2023 Q2	$309K	Sell	1,525 -41	-3%	-$7.86K	0.24%	44
2023 Q1	$293K	Sell	1,566 -32	-2%	-$5.83K	0.25%	44
2022 Q4	$278K	Sell	1,598 -6	-0.4%	-$1.05K	0.25%	46
2022 Q3	$262K	Sell	1,604 -102	-6%	-$18.5K	0.25%	42
2022 Q2	$294K	Hold	1,706	–	–	0.29%	40
2022 Q1	$356K	Sell	1,706 -158	-8%	-$32.5K	0.28%	45
2021 Q4	$412K	Buy	+1,864	New	+$400K	0.34%	39

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 Futures's VV Position: Q2 2026 in Review

Financial Futures held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,439 shares worth $495K. The position accounts for 0.19% of the portfolio, ranked #47.

Financial Futures first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Financial Futures held 1,439 shares of Vanguard Morningstar Large-Cap ETF worth $495K as of Q2 2026.
Financial Futures left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.19% of Financial Futures's portfolio in Q2 2026, its #47 holding.
Financial Futures first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.