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 Q3	$1.32M	Buy	3,754 +10	+0.3%	+$3.5K	0.21%	49
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Helen Stephens Group's VV Position: Q3 2026 in Review

Helen Stephens Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.27% in Q3 2026, buying an estimated $3.5K and bringing the position to 3,754 shares worth $1.32M. The position accounts for 0.21% of the portfolio, ranked #49.

Helen Stephens Group first reported a position in VV in Q2 2024 and has held it in 10 quarters since. 925 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Helen Stephens Group held 3,754 shares of Vanguard Morningstar Large-Cap ETF worth $1.32M as of Q3 2026.
Helen Stephens Group bought 10 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $3.5K.
Vanguard Morningstar Large-Cap ETF made up 0.21% of Helen Stephens Group's portfolio in Q3 2026, its #49 holding.
Helen Stephens Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 10 quarters since.
925 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.