Golden State Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Golden State Wealth Management’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	$232K	Sell	674 -27	-4%	-$9.01K	0.02%	398
2026 Q1	$210K	Sell	701 -91	-11%	-$28.5K	0.02%	376
2025 Q4	$249K	Hold	792	–	–	0.03%	358
2025 Q3	$244K	Hold	792	–	–	0.03%	345
2025 Q2	$226K	Hold	792	–	–	0.03%	342
2025 Q1	$204K	Buy	792 +23	+3%	+$6.23K	0.03%	336
2024 Q4	$207K	Buy	+769	New	+$208K	0.03%	318
2020 Q2	–	Sell	-1,037	Closed	-$123K	–	931
2020 Q1	$123K	Sell	1,037 -1,317	-56%	-$185K	0.05%	223
2019 Q4	$348K	Buy	2,354 +1,971	+515%	+$279K	0.07%	35
2019 Q3	$52K	Buy	383 +1	+0.3%	+$136	0.02%	420
2019 Q2	$51K	Hold	382	–	–	0.02%	452
2019 Q1	$50K	Buy	+382	New	+$47.8K	0.02%	446

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 Wealth Management's VV Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.9% in Q2 2026, selling an estimated $9.01K and leaving 674 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #398.

Golden State Wealth Management first reported a position in VV in Q1 2019 and has held it in 12 quarters since. The position peaked at $348K in Q4 2019. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Golden State Wealth Management held 674 shares of Vanguard Morningstar Large-Cap ETF worth $232K as of Q2 2026.
Golden State Wealth Management sold 27 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $9.01K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #398 holding.
Golden State Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $348K in Q4 2019.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.