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

Financial Perspectives’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 		$16.9K Hold
49
– – ﹤0.01% 478
2026
Q1 		$14.6K Hold
49
– – ﹤0.01% 488
2025
Q4 		$15.4K Hold
49
– – ﹤0.01% 473
2025
Q3 		$15.1K Hold
49
– – ﹤0.01% 467
2025
Q2 		$14K Buy
+49
New +$12.9K ﹤0.01% 468
2024
Q1 		– Sell
-2
Closed -$436 – 708
2023
Q4 		$436 Buy
+2
New +$409 ﹤0.01% 658

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Perspectives's VV Position: Q2 2026 in Review

Financial Perspectives held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 49 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Financial Perspectives first reported a position in VV in Q4 2023 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Financial Perspectives held 49 shares of Vanguard Morningstar Large-Cap ETF worth $16.9K as of Q2 2026.
  • Financial Perspectives left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #478 holding.
  • Financial Perspectives first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 6 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.