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Garton & Associates Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-208
Closed -$65.5K – 692
2025
Q4 		$65.5K Buy
+208
New +$65K 0.04% 317

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Garton & Associates Financial Advisors's VV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 208 shares — an estimated $65.5K sold.

Garton & Associates Financial Advisors first reported a position in VV in Q4 2025 and held it in 1 quarter. The position peaked at $65.5K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 208 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $65.5K.
  • Garton & Associates Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $65.5K in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.