Juncture Wealth Strategies’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Juncture Wealth Strategies’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	$62.5M	Sell	181,619 -21,459	-11%	-$7.16M	16.25%	1
2026 Q1	$60.7M	Sell	203,078 -32,802	-14%	-$10.3M	20.28%	1
2025 Q4	$74.3M	Sell	235,880 -2,095	-0.9%	-$654K	24.44%	1
2025 Q3	$73.3M	Sell	237,975 -118	-0%	-$34.9K	24.55%	1
2025 Q2	$67.9M	Buy	238,093 +2,538	+1%	+$669K	24.13%	1
2025 Q1	$60.5M	Sell	235,555 -20,866	-8%	-$5.65M	23.52%	1
2024 Q4	$69.2M	Sell	256,421 -3,101	-1%	-$840K	25.77%	1
2024 Q3	$68.3M	Buy	259,522 +3,391	+1%	+$860K	26.46%	1
2024 Q2	$63.9M	Buy	256,131 +7,412	+3%	+$1.78M	26.79%	1
2024 Q1	$59.6M	Buy	248,719 +57,853	+30%	+$13.2M	25.66%	1
2023 Q4	$41.6M	Buy	190,866 +74,763	+64%	+$15.3M	18.9%	1
2023 Q3	$22.7M	Buy	116,103 +5,068	+5%	+$1.03M	11.11%	1
2023 Q2	$22.5M	Sell	111,035 -2,666	-2%	-$511K	10.54%	1
2023 Q1	$21.2M	Buy	+113,701	New	+$20.7M	10.47%	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

Juncture Wealth Strategies's VV Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 11% in Q2 2026, selling an estimated $7.16M and leaving 181,619 shares worth $62.5M. The position accounts for 16.25% of the portfolio, ranked #1.

Juncture Wealth Strategies first reported a position in VV in Q1 2023 and has held it in 14 quarters since. The position peaked at $74.3M in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Juncture Wealth Strategies held 181,619 shares of Vanguard Morningstar Large-Cap ETF worth $62.5M as of Q2 2026.
Juncture Wealth Strategies sold 21,459 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $7.16M.
Vanguard Morningstar Large-Cap ETF made up 16.25% of Juncture Wealth Strategies's portfolio in Q2 2026, its #1 holding.
Juncture Wealth Strategies first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Juncture Wealth Strategies's Vanguard Morningstar Large-Cap ETF position peaked at $74.3M in Q4 2025.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.