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

Goodman Advisory Group’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	$267K	Hold	777	–	–	0.06%	63
2026 Q1	$232K	Hold	777	–	–	0.06%	76
2025 Q4	$245K	Sell	777 -26	-3%	-$8.12K	0.06%	67
2025 Q3	$247K	Hold	803	–	–	0.06%	64
2025 Q2	$229K	Hold	803	–	–	0.08%	56
2025 Q1	$206K	Buy	+803	New	+$218K	0.06%	76
2024 Q4	–	Sell	-803	Closed	-$211K	–	183
2024 Q3	$211K	Hold	803	–	–	0.06%	81
2024 Q2	$200K	Hold	803	–	–	0.06%	84
2024 Q1	$193K	Hold	803	–	–	0.06%	72
2023 Q4	$175K	Hold	803	–	–	0.06%	70
2023 Q3	$157K	Hold	803	–	–	0.06%	74
2023 Q2	$163K	Hold	803	–	–	0.06%	63
2023 Q1	$150K	Hold	803	–	–	0.08%	55
2022 Q4	$140K	Hold	803	–	–	0.08%	54
2022 Q3	$131K	Hold	803	–	–	0.07%	58
2022 Q2	$138K	Buy	+803	New	+$151K	0.06%	57

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

Goodman Advisory Group's VV Position: Q2 2026 in Review

Goodman Advisory Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 777 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #63.

Goodman Advisory Group first reported a position in VV in Q2 2022 and has held it in 16 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Goodman Advisory Group held 777 shares of Vanguard Morningstar Large-Cap ETF worth $267K as of Q2 2026.
Goodman Advisory Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Goodman Advisory Group's portfolio in Q2 2026, its #63 holding.
Goodman Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 16 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.