Kelman-Lazarov Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Kelman-Lazarov Inc’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	$4.12M	Buy	11,986 +160	+1%	+$53.4K	0.54%	30
2026 Q1	$3.53M	Buy	11,826 +59	+0.5%	+$18.5K	0.51%	31
2025 Q4	$3.7M	Buy	11,767 +5,319	+82%	+$1.66M	0.53%	30
2025 Q3	$1.99M	Buy	6,448 +2,136	+50%	+$632K	0.29%	40
2025 Q2	$1.23M	Buy	+4,312	New	+$1.14M	0.2%	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

Kelman-Lazarov Inc's VV Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.4% in Q2 2026, buying an estimated $53.4K and bringing the position to 11,986 shares worth $4.12M. The position accounts for 0.54% of the portfolio, ranked #30.

Kelman-Lazarov Inc first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Kelman-Lazarov Inc held 11,986 shares of Vanguard Morningstar Large-Cap ETF worth $4.12M as of Q2 2026.
Kelman-Lazarov Inc bought 160 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $53.4K.
Vanguard Morningstar Large-Cap ETF made up 0.54% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #30 holding.
Kelman-Lazarov Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.