Hoertkorn Richard Charles’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Hoertkorn Richard Charles’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	$49.9K	Hold	145	–	–	0.03%	45
2026 Q1	$43.3K	Hold	145	–	–	0.04%	50
2025 Q4	$45.6K	Sell	145 -289	-67%	-$90.2K	0.02%	55
2025 Q3	$189K	Buy	434 +289	+199%	+$85.6K	0.07%	44
2025 Q2	$41.4K	Hold	145	–	–	0.02%	55
2025 Q1	$37.3K	Hold	145	–	–	0.02%	57
2024 Q4	$39.1K	Hold	145	–	–	0.02%	59
2024 Q3	$38.2K	Hold	145	–	–	0.02%	62
2024 Q2	$36.2K	Hold	145	–	–	0.02%	61
2024 Q1	$34.8K	Hold	145	–	–	0.01%	61
2023 Q4	$31.6K	Hold	145	–	–	0.01%	61
2023 Q3	$28.4K	Hold	145	–	–	0.01%	62
2023 Q2	$29.4K	Hold	145	–	–	0.01%	61
2023 Q1	$27.1K	Hold	145	–	–	0.01%	63
2022 Q4	$25.3K	Hold	145	–	–	0.01%	62
2022 Q3	$24K	Hold	145	–	–	0.01%	61
2022 Q2	$25K	Hold	145	–	–	0.01%	62
2022 Q1	$30K	Hold	145	–	–	0.01%	64
2021 Q4	$32K	Sell	145 -5	-3%	-$1.07K	0.01%	66
2021 Q3	$30K	Hold	150	–	–	0.01%	67
2021 Q2	$30K	Hold	150	–	–	0.01%	66
2021 Q1	$28K	Hold	150	–	–	0.01%	66
2020 Q4	$26K	Hold	150	–	–	0.01%	66
2020 Q3	$24K	Hold	150	–	–	0.02%	66
2020 Q2	$21K	Hold	150	–	–	0.01%	66
2020 Q1	$18K	Hold	150	–	–	0.01%	66
2019 Q4	$22K	Hold	150	–	–	0.01%	68
2019 Q3	$20K	Buy	+150	New	+$20.4K	0.01%	68

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

Hoertkorn Richard Charles's VV Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 145 shares worth $49.9K. The position accounts for 0.03% of the portfolio, ranked #45.

Hoertkorn Richard Charles first reported a position in VV in Q3 2019 and has held it in 28 quarters since. The position peaked at $189K in Q3 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Hoertkorn Richard Charles held 145 shares of Vanguard Morningstar Large-Cap ETF worth $49.9K as of Q2 2026.
Hoertkorn Richard Charles left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #45 holding.
Hoertkorn Richard Charles first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 28 quarters since.
Hoertkorn Richard Charles's Vanguard Morningstar Large-Cap ETF position peaked at $189K in Q3 2025.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.