Helen Stephens Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Helen Stephens 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	$1.29M	Buy	3,744 +10	+0.3%	+$3.34K	0.22%	45
2026 Q1	$1.12M	Buy	3,734 +11	+0.3%	+$3.44K	0.22%	49
2025 Q4	$1.17M	Buy	3,723 +20	+0.5%	+$6.25K	0.25%	40
2025 Q3	$1.14M	Buy	3,703 +11	+0.3%	+$3.26K	0.25%	41
2025 Q2	$1.05M	Hold	3,692	–	–	0.26%	40
2025 Q1	$949K	Buy	3,692 +13	+0.4%	+$3.52K	0.27%	42
2024 Q4	$992K	Sell	3,679 -1,237	-25%	-$335K	0.29%	42
2024 Q3	$1.29M	Buy	4,916 +17	+0.3%	+$4.31K	0.39%	38
2024 Q2	$1.22M	Buy	+4,899	New	+$1.18M	0.42%	34

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Helen Stephens Group's VV Position: Q2 2026 in Review

Helen Stephens Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.27% in Q2 2026, buying an estimated $3.34K and bringing the position to 3,744 shares worth $1.29M. The position accounts for 0.22% of the portfolio, ranked #45.

Helen Stephens Group first reported a position in VV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2024. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Helen Stephens Group held 3,744 shares of Vanguard Morningstar Large-Cap ETF worth $1.29M as of Q2 2026.
Helen Stephens Group bought 10 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.34K.
Vanguard Morningstar Large-Cap ETF made up 0.22% of Helen Stephens Group's portfolio in Q2 2026, its #45 holding.
Helen Stephens Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Helen Stephens Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.29M in Q3 2024.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.