Hardy Reed’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Hardy Reed’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 Q1	$694K	Hold	2,323	–	–	0.05%	118
2025 Q4	$731K	Sell	2,323 -120	-5%	-$37.5K	0.05%	111
2025 Q3	$752K	Hold	2,443	–	–	0.06%	108
2025 Q2	$697K	Hold	2,443	–	–	0.06%	114
2025 Q1	$628K	Sell	2,443 -95	-4%	-$25.7K	0.06%	119
2024 Q4	$684K	Sell	2,538 -124	-5%	-$33.6K	0.06%	112
2024 Q3	$701K	Sell	2,662 -10	-0.4%	-$2.54K	0.06%	112
2024 Q2	$667K	Hold	2,672	–	–	0.07%	111
2024 Q1	$641K	Hold	2,672	–	–	0.08%	59
2023 Q4	$583K	Sell	2,672 -143	-5%	-$29.2K	0.08%	56
2023 Q3	$551K	Sell	2,815 -69	-2%	-$14.1K	0.1%	53
2023 Q2	$585K	Hold	2,884	–	–	0.1%	50
2023 Q1	$539K	Hold	2,884	–	–	0.09%	57
2022 Q4	$502K	Buy	2,884 +1,228	+74%	+$215K	0.1%	58
2022 Q3	$271K	Sell	1,656 -1,246	-43%	-$227K	0.06%	70
2022 Q2	$500K	Buy	+2,902	New	+$545K	0.11%	45
2021 Q4	–	Sell	-4,600	Closed	-$924K	–	111
2021 Q3	$924K	Hold	4,600	–	–	0.16%	37
2021 Q2	$923K	Hold	4,600	–	–	0.16%	39
2021 Q1	$852K	Hold	4,600	–	–	0.16%	38
2020 Q4	$808K	Buy	+4,600	New	+$764K	0.17%	39

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hardy Reed's VV Position: Q1 2026 in Review

Hardy Reed held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 2,323 shares worth $694K. The position accounts for 0.05% of the portfolio, ranked #118.

Hardy Reed first reported a position in VV in Q4 2020 and has held it in 20 quarters since. The position peaked at $924K in Q3 2021. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Hardy Reed held 2,323 shares of Vanguard Morningstar Large-Cap ETF worth $694K as of Q1 2026.
Hardy Reed left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Hardy Reed's portfolio in Q1 2026, its #118 holding.
Hardy Reed first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 20 quarters since.
Hardy Reed's Vanguard Morningstar Large-Cap ETF position peaked at $924K in Q3 2021.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.