Golden State Equity Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Golden State Equity Partners’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	–	Sell	-10,959	Closed	-$3.27M	–	1726
2026 Q1	$3.27M	Buy	10,959 +9,523	+663%	+$2.98M	0.25%	87
2025 Q4	$452K	Buy	+1,436	New	+$448K	0.07%	302
2024 Q4	–	Sell	-37	Closed	-$9.74K	–	881
2024 Q3	$9.74K	Buy	+37	New	+$9.39K	﹤0.01%	699

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

Golden State Equity Partners's VV Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 10,959 shares — an estimated $3.27M sold.

Golden State Equity Partners first reported a position in VV in Q3 2024 and held it in 3 quarters. The position peaked at $3.27M in Q1 2026. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Golden State Equity Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 10,959 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.27M.
Golden State Equity Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and held it in 3 quarters.
Golden State Equity Partners's Vanguard Morningstar Large-Cap ETF position peaked at $3.27M in Q1 2026.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.