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Jim Saulnier & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Jim Saulnier & Associates’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 		$4.26M Buy
12,394
+11,604
+1,469% +$3.87M 1.71% 9
2026
Q1 		$236K Buy
+790
New +$247K 0.11% 129

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jim Saulnier & Associates's VV Position: Q2 2026 in Review

Jim Saulnier & Associates increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1,469% in Q2 2026, buying an estimated $3.87M and bringing the position to 12,394 shares worth $4.26M. The position accounts for 1.71% of the portfolio, ranked #9.

Jim Saulnier & Associates first reported a position in VV in Q1 2026 and has held it in 2 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Jim Saulnier & Associates held 12,394 shares of Vanguard Morningstar Large-Cap ETF worth $4.26M as of Q2 2026.
  • Jim Saulnier & Associates bought 11,604 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.87M.
  • Vanguard Morningstar Large-Cap ETF made up 1.71% of Jim Saulnier & Associates's portfolio in Q2 2026, its #9 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.