GoalVest Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

GoalVest Advisory’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	$170K	Buy	495 +98	+25%	+$32.7K	0.03%	128
2026 Q1	$119K	Hold	397	–	–	0.02%	169
2025 Q4	$125K	Sell	397 -275	-41%	-$85.9K	0.02%	169
2025 Q3	$207K	Buy	672 +20	+3%	+$5.92K	0.04%	128
2025 Q2	$186K	Hold	652	–	–	0.05%	131
2025 Q1	$168K	Sell	652 -33	-5%	-$8.94K	0.05%	126
2024 Q4	$185K	Sell	685 -40	-6%	-$10.8K	0.05%	118
2024 Q3	$191K	Sell	725 -62	-8%	-$15.7K	0.05%	111
2024 Q2	$196K	Sell	787 -42	-5%	-$10.1K	0.06%	101
2024 Q1	$199K	Hold	829	–	–	0.07%	104
2023 Q4	$181K	Hold	829	–	–	0.08%	72
2023 Q3	$162K	Buy	829 +87	+12%	+$17.7K	0.08%	79
2023 Q2	$150K	Sell	742 -350	-32%	-$67.1K	0.08%	79
2023 Q1	$204K	Sell	1,092 -25	-2%	-$4.55K	0.12%	67
2022 Q4	$195K	Buy	1,117 +200	+22%	+$35.1K	0.13%	75
2022 Q3	$150K	Sell	917 -992	-52%	-$180K	0.11%	84
2022 Q2	$334K	Buy	1,909 +1,031	+117%	+$194K	0.21%	103
2022 Q1	$183K	Buy	+878	New	+$180K	0.1%	114
2021 Q2	$263K	Buy	+1,308	New	+$255K	0.16%	114

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GoalVest Advisory's VV Position: Q2 2026 in Review

GoalVest Advisory increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 25% in Q2 2026, buying an estimated $32.7K and bringing the position to 495 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #128.

GoalVest Advisory first reported a position in VV in Q2 2021 and has held it in 19 quarters since. The position peaked at $334K in Q2 2022. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

GoalVest Advisory held 495 shares of Vanguard Morningstar Large-Cap ETF worth $170K as of Q2 2026.
GoalVest Advisory bought 98 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $32.7K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #128 holding.
GoalVest Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 19 quarters since.
GoalVest Advisory's Vanguard Morningstar Large-Cap ETF position peaked at $334K in Q2 2022.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.