Johnson Bixby & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Johnson Bixby & 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	$1.2M	Buy	+3,501	New	+$1.17M	0.13%	51

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

Johnson Bixby & Associates's VV Position: Q2 2026 in Review

Johnson Bixby & Associates opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 3,501 shares worth $1.2M. The stake represents 0.13% of the portfolio and ranks #51 among its holdings.

1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Johnson Bixby & Associates held 3,501 shares of Vanguard Morningstar Large-Cap ETF worth $1.2M as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Johnson Bixby & Associates position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.13% of Johnson Bixby & Associates's portfolio in Q2 2026, its #51 holding.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.