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Fountainhead AM’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Fountainhead AM’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 		$6.66M Buy
19,352
+1,000
+5% +$334K 4.95% 2
2026
Q1 		$5.48M Buy
18,352
+4,036
+28% +$1.26M 4.92% 2
2025
Q4 		$4.51M Sell
14,316
-142,512
-91% -$44.5M 6.67% 2
2025
Q3 		$48.3M Buy
156,828
+19,843
+14% +$5.88M 6.33% 3
2025
Q2 		$39.1M Sell
136,985
-11,826
-8% -$3.12M 5.67% 3
2025
Q1 		$38.2M Buy
148,811
+19,890
+15% +$5.39M 6.21% 3
2024
Q4 		$34.8M Buy
128,921
+21,922
+20% +$5.94M 6.35% 3
2024
Q3 		$28.2M Buy
106,999
+19,143
+22% +$4.86M 5.91% 3
2024
Q2 		$21.9M Buy
87,856
+18,571
+27% +$4.46M 5.21% 5
2024
Q1 		$16.6M Buy
69,285
+11,892
+21% +$2.72M 4.09% 7
2023
Q4 		$12.5M Buy
57,393
+788
+1% +$161K 3.44% 11
2023
Q3 		$11.1M Buy
56,605
+1,840
+3% +$375K 3.86% 10
2023
Q2 		$11.1M Sell
54,765
-1,433
-3% -$275K 3.94% 10
2023
Q1 		$10.5M Sell
56,198
-5,074
-8% -$924K 4.11% 10
2022
Q4 		$10.7M Sell
61,272
-2,726
-4% -$478K 4.8% 8
2022
Q3 		$10.5M Sell
63,998
-26,969
-30% -$4.9M 5.28% 7
2022
Q2 		$15.7M Sell
90,967
-15,202
-14% -$2.85M 8.5% 4
2022
Q1 		$22.1M Buy
106,169
+10,223
+11% +$2.1M 9.82% 3
2021
Q4 		$21.2M Buy
95,946
+4,353
+5% +$933K 9.21% 3
2021
Q3 		$18.4M Buy
91,593
+18,633
+26% +$3.85M 8.91% 4
2021
Q2 		$13.5M Sell
72,960
-23
-0% -$4.49K 7.19% 6
2021
Q1 		$13.5M Buy
72,983
+10,910
+18% +$1.98M 7.19% 6
2020
Q4 		$10.9M Buy
+62,073
New +$10.3M 6.79% 7

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

Fountainhead AM's VV Position: Q2 2026 in Review

Fountainhead AM increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.4% in Q2 2026, buying an estimated $334K and bringing the position to 19,352 shares worth $6.66M. The position accounts for 4.95% of the portfolio, ranked #2.

Fountainhead AM first reported a position in VV in Q4 2020 and has held it in 23 quarters since. The position peaked at $48.3M in Q3 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Fountainhead AM held 19,352 shares of Vanguard Morningstar Large-Cap ETF worth $6.66M as of Q2 2026.
  • Fountainhead AM bought 1,000 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $334K.
  • Vanguard Morningstar Large-Cap ETF made up 4.95% of Fountainhead AM's portfolio in Q2 2026, its #2 holding.
  • Fountainhead AM first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Fountainhead AM's Vanguard Morningstar Large-Cap ETF position peaked at $48.3M in Q3 2025.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.