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Foster & Motley’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Foster & Motley’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 		$255K Buy
+741
New +$247K 0.01% 383
2020
Q4 		– Sell
-1,286
Closed -$201K – 290
2020
Q3 		$201K Buy
+1,286
New +$198K 0.02% 263
2020
Q1 		– Sell
-1,653
Closed -$244K – 275
2019
Q4 		$244K Sell
1,653
-22
-1% -$3.11K 0.03% 239
2019
Q3 		$228K Hold
1,675
– – 0.03% 238
2019
Q2 		$226K Sell
1,675
-50
-3% -$6.62K 0.03% 233
2019
Q1 		$224K Buy
+1,725
New +$216K 0.03% 229
2018
Q4 		– Sell
-2,195
Closed -$293K – 245
2018
Q3 		$293K Sell
2,195
-64
-3% -$8.38K 0.04% 205
2018
Q2 		$282K Buy
2,259
+2
+0.1% +$248 0.05% 198
2018
Q1 		$274K Sell
2,257
-98
-4% -$12.3K 0.04% 195
2017
Q4 		$289K Sell
2,355
-33
-1% -$3.94K 0.05% 194
2017
Q3 		$276K Buy
2,388
+317
+15% +$35.9K 0.05% 186
2017
Q2 		$230K Buy
2,071
+2
+0.1% +$220 0.04% 185
2017
Q1 		$224K Sell
2,069
-398
-16% -$42.4K 0.04% 174
2016
Q4 		$253K Sell
2,467
-224
-8% -$22.4K 0.05% 166
2016
Q3 		$267K Buy
2,691
+2
+0.1% +$198 0.05% 155
2016
Q2 		$258K Buy
2,689
+2
+0.1% +$190 0.05% 150
2016
Q1 		$253K Buy
2,687
+2
+0.1% +$178 0.05% 155
2015
Q4 		$251K Buy
2,685
+5
+0.2% +$471 0.05% 165
2015
Q3 		$236K Buy
2,680
+2
+0.1% +$187 0.05% 165
2015
Q2 		$254K Buy
2,678
+2
+0.1% +$194 0.06% 160
2015
Q1 		$255K Buy
2,676
+289
+12% +$27.4K 0.06% 157
2014
Q4 		$225K Buy
2,387
+1
+0% +$92 0.05% 159
2014
Q3 		$216K Buy
+2,386
New +$217K 0.05% 158

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

Foster & Motley's VV Position: Q2 2026 in Review

Foster & Motley opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 741 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Foster & Motley previously reported a position in VV as recently as Q3 2020.

Foster & Motley first reported a position in VV in Q3 2014 and has held it in 23 quarters since. The position peaked at $293K in Q3 2018. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Foster & Motley held 741 shares of Vanguard Morningstar Large-Cap ETF worth $255K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Foster & Motley position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Foster & Motley's portfolio in Q2 2026, its #383 holding.
  • Foster & Motley first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2014 and has held it in 23 quarters since.
  • Foster & Motley's Vanguard Morningstar Large-Cap ETF position peaked at $293K in Q3 2018.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.