Howe & Rusling’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Howe & Rusling’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	$277K	Buy	805 +51	+7%	+$17K	0.02%	265
2026 Q1	$225K	Buy	754 +1	+0.1%	+$313	0.01%	278
2025 Q4	$237K	Buy	753 +2	+0.3%	+$625	0.02%	273
2025 Q3	$231K	Sell	751 -93	-11%	-$27.5K	0.02%	273
2025 Q2	$241K	Buy	844 +537	+175%	+$141K	0.02%	260
2025 Q1	$78.9K	Buy	+307	New	+$83.2K	0.01%	311
2024 Q2	–	Sell	-169	Closed	-$40.5K	–	400
2024 Q1	$40.5K	Buy	+169	New	+$38.7K	﹤0.01%	304
2023 Q1	–	Sell	-435	Closed	-$75.8K	–	346
2022 Q4	$75.8K	Buy	+435	New	+$76.3K	0.01%	222

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

Howe & Rusling's VV Position: Q2 2026 in Review

Howe & Rusling increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.8% in Q2 2026, buying an estimated $17K and bringing the position to 805 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #265.

Howe & Rusling first reported a position in VV in Q4 2022 and has held it in 8 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Howe & Rusling held 805 shares of Vanguard Morningstar Large-Cap ETF worth $277K as of Q2 2026.
Howe & Rusling bought 51 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $17K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Howe & Rusling's portfolio in Q2 2026, its #265 holding.
Howe & Rusling first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 8 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.