James Reed Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

James Reed Financial Services’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	$29.1M	Sell	84,597 -1,137	-1%	-$379K	22.21%	2
2026 Q1	$25.6M	Sell	85,734 -4,241	-5%	-$1.33M	22.18%	2
2025 Q4	$28.3M	Buy	89,975 +4,162	+5%	+$1.3M	22.7%	1
2025 Q3	$26.4M	Sell	85,813 -4,847	-5%	-$1.44M	23.69%	1
2025 Q2	$25.9M	Buy	90,660 +6,156	+7%	+$1.62M	23.47%	2
2025 Q1	$21.7M	Sell	84,504 -939	-1%	-$254K	24.21%	2
2024 Q4	$23M	Buy	+85,443	New	+$23.2M	24.04%	2
2022 Q3	$18.8M	Sell	115,199 -1,802	-2%	-$328K	28.21%	1
2022 Q2	$20.2M	Sell	117,001 -300	-0.3%	-$56.3K	27.95%	1
2022 Q1	$24.5M	Sell	117,301 -2,836	-2%	-$583K	27.9%	1
2021 Q4	$26.6M	Buy	+120,137	New	+$25.8M	25.21%	1

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

James Reed Financial Services's VV Position: Q2 2026 in Review

James Reed Financial Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.3% in Q2 2026, selling an estimated $379K and leaving 84,597 shares worth $29.1M. The position accounts for 22.21% of the portfolio, ranked #2.

James Reed Financial Services first reported a position in VV in Q4 2021 and has held it in 11 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

James Reed Financial Services held 84,597 shares of Vanguard Morningstar Large-Cap ETF worth $29.1M as of Q2 2026.
James Reed Financial Services sold 1,137 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $379K.
Vanguard Morningstar Large-Cap ETF made up 22.21% of James Reed Financial Services's portfolio in Q2 2026, its #2 holding.
James Reed Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 11 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.