JDM Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

JDM Financial Group’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	$82.9K	Hold	241	–	–	0.03%	85
2026 Q1	$72K	Hold	241	–	–	0.03%	92
2025 Q4	$75.9K	Hold	241	–	–	0.03%	87
2025 Q3	$74.2K	Hold	241	–	–	0.03%	80
2025 Q2	$68.8K	Hold	241	–	–	0.03%	77
2025 Q1	$61.9K	Hold	241	–	–	0.03%	76
2024 Q4	$65K	Hold	241	–	–	0.03%	71
2024 Q3	$63.5K	Sell	241 -669	-74%	-$170K	0.03%	74
2024 Q2	$227K	Hold	910	–	–	0.15%	45
2024 Q1	$218K	Buy	910 +2	+0.2%	+$458	0.16%	41
2023 Q4	$198K	Buy	908 +3	+0.3%	+$613	0.16%	36
2023 Q3	$177K	Buy	905 +2	+0.2%	+$407	0.16%	37
2023 Q2	$183K	Buy	903 +3	+0.3%	+$575	0.16%	40
2023 Q1	$168K	Buy	900 +2	+0.2%	+$364	0.15%	40
2022 Q4	$156K	Buy	+898	New	+$158K	0.15%	39

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

JDM Financial Group's VV Position: Q2 2026 in Review

JDM Financial Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 241 shares worth $82.9K. The position accounts for 0.03% of the portfolio, ranked #85.

JDM Financial Group first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $227K in Q2 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

JDM Financial Group held 241 shares of Vanguard Morningstar Large-Cap ETF worth $82.9K as of Q2 2026.
JDM Financial Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of JDM Financial Group's portfolio in Q2 2026, its #85 holding.
JDM Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $227K in Q2 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.