Keating Financial Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Keating Financial Advisory Services’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	$134K	Buy	390 +1	+0.3%	+$334	0.02%	434
2026 Q1	$116K	Buy	389 +1	+0.3%	+$313	0.02%	431
2025 Q4	$122K	Buy	+388	New	+$121K	0.02%	459

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

Keating Financial Advisory Services's VV Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.26% in Q2 2026, buying an estimated $334 and bringing the position to 390 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #434.

Keating Financial Advisory Services first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Keating Financial Advisory Services held 390 shares of Vanguard Morningstar Large-Cap ETF worth $134K as of Q2 2026.
Keating Financial Advisory Services bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #434 holding.
Keating Financial Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.