Jackson Grant Investment Advisers’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-251
| Closed | -$74.9K | – | 433 |
|
|
2026
Q1 | $74.9K | Hold |
251
| – | – | 0.03% | 180 |
|
|
2025
Q4 | $78.9K | Hold |
251
| – | – | 0.03% | 173 |
|
|
2025
Q3 | $77.2K | Hold |
251
| – | – | 0.03% | 173 |
|
|
2025
Q2 | $71.5K | Hold |
251
| – | – | 0.03% | 160 |
|
|
2025
Q1 | $64.4K | Hold |
251
| – | – | 0.02% | 160 |
|
|
2024
Q4 | $67.6K | Hold |
251
| – | – | 0.03% | 160 |
|
|
2024
Q3 | $66K | Hold |
251
| – | – | 0.02% | 164 |
|
|
2024
Q2 | $62.6K | Hold |
251
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $60.1K | Hold |
251
| – | – | 0.02% | 165 |
|
|
2023
Q4 | $54.7K | Hold |
251
| – | – | 0.02% | 166 |
|
|
2023
Q3 | $49.1K | Hold |
251
| – | – | 0.02% | 166 |
|
|
2023
Q2 | $50.8K | Hold |
251
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $46.8K | Hold |
251
| – | – | 0.02% | 189 |
|
|
2022
Q4 | $43.7K | Hold |
251
| – | – | 0.02% | 191 |
|
|
2022
Q3 | $41K | Hold |
251
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $43K | Hold |
251
| – | – | 0.02% | 197 |
|
|
2022
Q1 | $52K | Buy |
+251
| New | +$51.6K | 0.02% | 197 |
|
|
2021
Q4 | – | Sell |
-251
| Closed | -$50K | – | 337 |
|
|
2021
Q3 | $50K | Hold |
251
| – | – | 0.02% | 205 |
|
|
2021
Q2 | $50K | Hold |
251
| – | – | 0.02% | 206 |
|
|
2021
Q1 | $46K | Hold |
251
| – | – | 0.02% | 205 |
|
|
2020
Q4 | $44K | Hold |
251
| – | – | 0.02% | 196 |
|
|
2020
Q3 | $39K | Hold |
251
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $36K | Hold |
251
| – | – | 0.02% | 159 |
|
|
2020
Q1 | $30K | Hold |
251
| – | – | 0.02% | 163 |
|
|
2019
Q4 | $37K | Buy |
251
+2
| +0.8% | +$283 | 0.02% | 162 |
|
|
2019
Q3 | $34K | Buy |
249
+2
| +0.8% | +$271 | 0.02% | 166 |
|
|
2019
Q2 | $33K | Buy |
247
+1
| +0.4% | +$132 | 0.02% | 165 |
|
|
2019
Q1 | $32K | Hold |
246
| – | – | 0.02% | 163 |
|
|
2018
Q4 | $28K | Buy |
246
+3
| +1% | +$371 | 0.02% | 172 |
|
|
2018
Q3 | $32K | Hold |
243
| – | – | 0.02% | 167 |
|
|
2018
Q2 | $30K | Buy |
243
+1
| +0.4% | +$124 | 0.02% | 176 |
|
|
2018
Q1 | $29K | Buy |
242
+1
| +0.4% | +$126 | 0.02% | 170 |
|
|
2017
Q4 | $30K | Buy |
241
+1
| +0.4% | +$119 | 0.02% | 170 |
|
|
2017
Q3 | $28K | Buy |
+240
| New | +$27.2K | 0.02% | 173 |
|
Other funds holding VV
NMIFOAC
JFGLC
Jackson Grant Investment Advisers's VV Position: Q2 2026 in Review
Jackson Grant Investment Advisers sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 251 shares — an estimated $74.9K sold.
Jackson Grant Investment Advisers first reported a position in VV in Q3 2017 and held it in 34 quarters. The position peaked at $78.9K in Q4 2025. 1,368 funds tracked by Wall St. Rank hold VV as of Q2 2026.
- Jackson Grant Investment Advisers reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
- Jackson Grant Investment Advisers sold 251 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $74.9K.
- Jackson Grant Investment Advisers first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2017 and held it in 34 quarters.
- Jackson Grant Investment Advisers's Vanguard Morningstar Large-Cap ETF position peaked at $78.9K in Q4 2025.
- 1,368 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.
Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.