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Glass Jacobson Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Glass Jacobson Investment 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
Q2 		$3.39M Buy
9,845
+48
+0.5% +$16K 1.06% 25
2026
Q1 		$2.93M Buy
9,797
+366
+4% +$115K 1.01% 28
2025
Q4 		$2.97M Sell
9,431
-1,661
-15% -$519K 1.07% 26
2025
Q3 		$3.41M Sell
11,092
-315
-3% -$93.3K 1.23% 18
2025
Q2 		$3.25M Sell
11,407
-160
-1% -$42.2K 1.25% 18
2025
Q1 		$3.12M Hold
11,567
– – 1.02% 21
2024
Q4 		$3.12M Buy
11,567
+585
+5% +$159K 1.02% 21
2024
Q3 		$2.89M Buy
10,982
+305
+3% +$77.4K 0.96% 26
2024
Q2 		$2.67M Buy
10,677
+711
+7% +$171K 0.97% 26
2024
Q1 		$2.39M Buy
9,966
+749
+8% +$171K 0.9% 28
2023
Q4 		$2.01M Buy
9,217
+98
+1% +$20K 0.82% 28
2023
Q3 		$1.78M Buy
9,119
+286
+3% +$58.2K 0.82% 31
2023
Q2 		$1.79M Buy
+8,833
New +$1.69M 0.82% 31
2022
Q4 		$1.43M Buy
+8,198
New +$1.44M 0.71% 38

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Glass Jacobson Investment Advisors's VV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.49% in Q2 2026, buying an estimated $16K and bringing the position to 9,845 shares worth $3.39M. The position accounts for 1.06% of the portfolio, ranked #25.

Glass Jacobson Investment Advisors first reported a position in VV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.41M in Q3 2025. 775 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Glass Jacobson Investment Advisors held 9,845 shares of Vanguard Morningstar Large-Cap ETF worth $3.39M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 48 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Morningstar Large-Cap ETF made up 1.06% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $3.41M in Q3 2025.
  • 775 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.