Goldstein Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Goldstein 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	$904K	Hold	2,628	–	–	0.08%	88
2026 Q1	$785K	Hold	2,628	–	–	0.09%	79
2025 Q4	$827K	Hold	2,628	–	–	0.09%	76
2025 Q3	$809K	Hold	2,628	–	–	0.1%	76
2025 Q2	$750K	Hold	2,628	–	–	0.1%	67
2025 Q1	$675K	Hold	2,628	–	–	0.1%	74
2024 Q4	$709K	Hold	2,628	–	–	0.1%	73
2024 Q3	$692K	Buy	2,628 +106	+4%	+$26.9K	0.11%	71
2024 Q2	$630K	Buy	2,522 +177	+8%	+$42.5K	0.11%	67
2024 Q1	$562K	Hold	2,345	–	–	0.1%	74
2023 Q4	$512K	Hold	2,345	–	–	0.09%	102
2023 Q3	$459K	Hold	2,345	–	–	0.1%	74
2023 Q2	$475K	Hold	2,345	–	–	0.1%	75
2023 Q1	$438K	Hold	2,345	–	–	0.1%	79
2022 Q4	$408K	Buy	+2,345	New	+$411K	0.1%	83

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

Goldstein Advisors's VV Position: Q2 2026 in Review

Goldstein Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,628 shares worth $904K. The position accounts for 0.08% of the portfolio, ranked #88.

Goldstein Advisors first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Goldstein Advisors held 2,628 shares of Vanguard Morningstar Large-Cap ETF worth $904K as of Q2 2026.
Goldstein Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Goldstein Advisors's portfolio in Q2 2026, its #88 holding.
Goldstein Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.