FF
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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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 694 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.
  • 694 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.