Grandview Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Grandview Asset 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	$1.12M	Sell	3,264 -295	-8%	-$98.4K	0.28%	57
2026 Q1	$1.04M	Sell	3,559 -65	-2%	-$20.3K	0.31%	58
2025 Q4	$1.14M	Sell	3,624 -181	-5%	-$56.5K	0.31%	55
2025 Q3	$1.17M	Buy	3,805 +29	+0.8%	+$8.59K	0.33%	48
2025 Q2	$1.08M	Buy	3,776 +14	+0.4%	+$3.69K	0.34%	49
2025 Q1	$967K	Buy	3,762 +47	+1%	+$12.7K	0.37%	50
2024 Q4	$1M	Buy	+3,715	New	+$1.01M	0.37%	50
2024 Q2	–	Sell	-3,963	Closed	-$950K	–	107
2024 Q1	$950K	Buy	3,963 +67	+2%	+$15.3K	0.43%	49
2023 Q4	$850K	Sell	3,896 -773	-17%	-$158K	0.45%	53
2023 Q3	$914K	Buy	+4,669	New	+$951K	0.52%	44
2023 Q2	–	Sell	-4,813	Closed	-$899K	–	115
2023 Q1	$899K	Sell	4,813 -74	-2%	-$13.5K	0.53%	51
2022 Q4	$851K	Sell	4,887 -395	-7%	-$69.3K	0.53%	49
2022 Q3	$864K	Sell	5,282 -94	-2%	-$17.1K	0.55%	48
2022 Q2	$927K	Sell	5,376 -138	-3%	-$25.9K	0.52%	50
2022 Q1	$1.15M	Sell	5,514 -106	-2%	-$21.8K	0.49%	53
2021 Q4	$1.24M	Buy	+5,620	New	+$1.21M	0.5%	52
2021 Q2	–	Sell	-2,265	Closed	-$420K	–	474
2021 Q1	$420K	Buy	+2,265	New	+$410K	0.22%	92

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

Grandview Asset Management's VV Position: Q2 2026 in Review

Grandview Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.3% in Q2 2026, selling an estimated $98.4K and leaving 3,264 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #57.

Grandview Asset Management first reported a position in VV in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.24M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Grandview Asset Management held 3,264 shares of Vanguard Morningstar Large-Cap ETF worth $1.12M as of Q2 2026.
Grandview Asset Management sold 295 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $98.4K.
Vanguard Morningstar Large-Cap ETF made up 0.28% of Grandview Asset Management's portfolio in Q2 2026, its #57 holding.
Grandview Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 17 quarters since.
Grandview Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.24M in Q4 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.