Granite Bay Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Granite Bay 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	$660K	Buy	1,920 +1,243	+184%	+$415K	0.06%	99
2026 Q1	$202K	Buy	677 +2	+0.3%	+$626	0.04%	93
2025 Q4	$213K	Buy	+675	New	+$211K	0.05%	85

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

Granite Bay Wealth Management's VV Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 184% in Q2 2026, buying an estimated $415K and bringing the position to 1,920 shares worth $660K. The position accounts for 0.06% of the portfolio, ranked #99.

Granite Bay Wealth Management first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Granite Bay Wealth Management held 1,920 shares of Vanguard Morningstar Large-Cap ETF worth $660K as of Q2 2026.
Granite Bay Wealth Management bought 1,243 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $415K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Granite Bay Wealth Management's portfolio in Q2 2026, its #99 holding.
Granite Bay Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.