Keystone Wealth Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Keystone Wealth 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	$763K	Sell	2,220 -6	-0.3%	-$2K	0.14%	151
2026 Q1	$665K	Sell	2,226 -160	-7%	-$50.1K	0.14%	160
2025 Q4	$751K	Buy	2,386 +80	+3%	+$25K	0.16%	112
2025 Q3	$710K	Sell	2,306 -105	-4%	-$31.1K	0.15%	141
2025 Q2	$688K	Hold	2,411	–	–	0.17%	137
2025 Q1	$620K	Buy	2,411 +6	+0.2%	+$1.63K	0.17%	130
2024 Q4	$649K	Sell	2,405 -27	-1%	-$7.32K	0.17%	120
2024 Q3	$640K	Buy	2,432 +6	+0.2%	+$1.52K	0.18%	118
2024 Q2	$606K	Sell	2,426 -6	-0.2%	-$1.44K	0.19%	116
2024 Q1	$583K	Sell	2,432 -216	-8%	-$49.4K	0.19%	115
2023 Q4	$578K	Buy	2,648 +198	+8%	+$40.5K	0.2%	110
2023 Q3	$479K	Buy	+2,450	New	+$499K	0.18%	121

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

Keystone Wealth Services's VV Position: Q2 2026 in Review

Keystone Wealth Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.27% in Q2 2026, selling an estimated $2K and leaving 2,220 shares worth $763K. The position accounts for 0.14% of the portfolio, ranked #151.

Keystone Wealth Services first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Keystone Wealth Services held 2,220 shares of Vanguard Morningstar Large-Cap ETF worth $763K as of Q2 2026.
Keystone Wealth Services sold 6 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2K.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Keystone Wealth Services's portfolio in Q2 2026, its #151 holding.
Keystone Wealth Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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