Journey Beyond Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Journey Beyond Wealth’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	$1.13M	Buy	3,291 +1	+0%	+$334	0.88%	16
2026 Q1	$983K	Buy	3,290 +31	+1%	+$9.7K	0.84%	18
2025 Q4	$1.03M	Buy	3,259 +1	+0%	+$312	0.82%	19
2025 Q3	$1M	Sell	3,258 -223	-6%	-$66K	0.83%	17
2025 Q2	$993K	Hold	3,481	–	–	0.84%	17
2025 Q1	$895K	Buy	3,481 +2	+0.1%	+$542	0.84%	18
2024 Q4	$938K	Buy	+3,479	New	+$943K	0.88%	18

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Journey Beyond Wealth's VV Position: Q2 2026 in Review

Journey Beyond Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.03% in Q2 2026, buying an estimated $334 and bringing the position to 3,291 shares worth $1.13M. The position accounts for 0.88% of the portfolio, ranked #16.

Journey Beyond Wealth first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,029 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Journey Beyond Wealth held 3,291 shares of Vanguard Morningstar Large-Cap ETF worth $1.13M as of Q2 2026.
Journey Beyond Wealth bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.88% of Journey Beyond Wealth's portfolio in Q2 2026, its #16 holding.
Journey Beyond Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,029 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.