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

Forum Financial Management’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 		$1.86M Hold
5,417
– – 0.02% 92
2026
Q1 		$1.62M Sell
5,417
-318
-6% -$99.5K 0.02% 91
2025
Q4 		$1.81M Sell
5,735
-97
-2% -$30.3K 0.02% 151
2025
Q3 		$1.8M Hold
5,832
– – 0.02% 146
2025
Q2 		$1.66M Sell
5,832
-459
-7% -$121K 0.03% 145
2025
Q1 		$1.62M Hold
6,291
– – 0.03% 140
2024
Q4 		$1.7M Sell
6,291
-108
-2% -$29.3K 0.03% 138
2024
Q3 		$1.68M Buy
6,399
+74
+1% +$18.8K 0.03% 126
2024
Q2 		$1.58M Sell
6,325
-2,969
-32% -$713K 0.03% 124
2024
Q1 		$2.23M Sell
9,294
-214
-2% -$49K 0.04% 99
2023
Q4 		$2.07M Sell
9,508
-273
-3% -$55.8K 0.04% 87
2023
Q3 		$1.91M Buy
9,781
+634
+7% +$129K 0.04% 89
2023
Q2 		$1.85M Sell
9,147
-628
-6% -$120K 0.04% 90
2023
Q1 		$1.83M Buy
9,775
+119
+1% +$21.7K 0.05% 85
2022
Q4 		$1.68M Sell
9,656
-116
-1% -$20.4K 0.06% 82
2022
Q3 		$1.6M Buy
9,772
+981
+11% +$178K 0.08% 74
2022
Q2 		$1.51M Hold
8,791
– – 0.08% 83
2022
Q1 		$1.83M Sell
8,791
-76
-0.9% -$15.6K 0.09% 70
2021
Q4 		$1.96M Buy
+8,867
New +$1.9M 0.1% 62

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

Forum Financial Management's VV Position: Q2 2026 in Review

Forum Financial Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 5,417 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #92.

Forum Financial Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.23M in Q1 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Forum Financial Management held 5,417 shares of Vanguard Morningstar Large-Cap ETF worth $1.86M as of Q2 2026.
  • Forum Financial Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #92 holding.
  • Forum Financial Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Vanguard Morningstar Large-Cap ETF position peaked at $2.23M in Q1 2024.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.