Horst & Graben Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Horst & Graben 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	$299K	Hold	870	–	–	0.04%	165
2026 Q1	$286K	Sell	870 -116	-12%	-$36.3K	0.04%	157
2025 Q4	$310K	Hold	986	–	–	0.05%	134
2025 Q3	$303K	Hold	986	–	–	0.05%	139
2025 Q2	$281K	Buy	+986	New	+$260K	0.05%	136

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

Horst & Graben Wealth Management's VV Position: Q2 2026 in Review

Horst & Graben Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 870 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #165.

Horst & Graben Wealth Management first reported a position in VV in Q2 2025 and has held it in 5 quarters since. The position peaked at $310K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Horst & Graben Wealth Management held 870 shares of Vanguard Morningstar Large-Cap ETF worth $299K as of Q2 2026.
Horst & Graben Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #165 holding.
Horst & Graben Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Horst & Graben Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $310K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.