Kingsview Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Kingsview Wealth Management’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	$5.31M	Sell	15,430 -30	-0.2%	-$10K	0.06%	280
2026 Q1	$4.62M	Buy	15,460 +356	+2%	+$111K	0.06%	313
2025 Q4	$4.75M	Buy	15,104 +943	+7%	+$294K	0.07%	289
2025 Q3	$4.36M	Buy	14,161 +3,538	+33%	+$1.05M	0.07%	297
2025 Q2	$3.03M	Sell	10,623 -458	-4%	-$121K	0.05%	349
2025 Q1	$2.85M	Buy	11,081 +22	+0.2%	+$5.96K	0.05%	309
2024 Q4	$2.98M	Buy	11,059 +2,756	+33%	+$747K	0.06%	298
2024 Q3	$2.19M	Buy	8,303 +500	+6%	+$127K	0.05%	355
2024 Q2	$1.95M	Sell	7,803 -290	-4%	-$69.7K	0.05%	354
2024 Q1	$1.94M	Buy	8,093 +504	+7%	+$115K	0.05%	351
2023 Q4	$1.66M	Sell	7,589 -1,968	-21%	-$402K	0.05%	325
2023 Q3	$1.87M	Buy	9,557 +1,662	+21%	+$338K	0.07%	292
2023 Q2	$1.6M	Buy	7,895 +1,519	+24%	+$291K	0.06%	292
2023 Q1	$1.19M	Buy	6,376 +387	+6%	+$70.5K	0.05%	349
2022 Q4	$1.04M	Buy	5,989 +729	+14%	+$128K	0.05%	339
2022 Q3	$860K	Buy	5,260 +22	+0.4%	+$4K	0.04%	360
2022 Q2	$903K	Buy	5,238 +1,386	+36%	+$260K	0.04%	393
2022 Q1	$803K	Buy	3,852 +172	+5%	+$35.3K	0.04%	457
2021 Q4	$813K	Buy	3,680 +151	+4%	+$32.4K	0.03%	457
2021 Q3	$709K	Sell	3,529 -49	-1%	-$10.1K	0.03%	466
2021 Q2	$722K	Sell	3,578 -109	-3%	-$21.3K	0.04%	461
2021 Q1	$691K	Sell	3,687 -492	-12%	-$89.2K	0.04%	440
2020 Q4	$734K	Sell	4,179 -412	-9%	-$68.4K	0.05%	351
2020 Q3	$718K	Sell	4,591 -19,521	-81%	-$3.01M	0.06%	288
2020 Q2	$3.45M	Buy	24,112 +19,383	+410%	+$2.62M	0.35%	72
2020 Q1	$560K	Buy	4,729 +210	+5%	+$29.5K	0.08%	251
2019 Q4	$668K	Buy	4,519 +34	+0.8%	+$4.81K	0.08%	240
2019 Q3	$611K	Sell	4,485 -243	-5%	-$33K	0.1%	224
2019 Q2	$637K	Sell	4,728 -91	-2%	-$12K	0.11%	205
2019 Q1	$626K	Buy	4,819 +62	+1%	+$7.75K	0.1%	234
2018 Q4	$546K	Sell	4,757 -368	-7%	-$45.6K	0.12%	206
2018 Q3	$684K	Buy	5,125 +186	+4%	+$24.4K	0.14%	188
2018 Q2	$616K	Sell	4,939 -301	-6%	-$37.4K	0.15%	170
2018 Q1	$635K	Sell	5,240 -28	-0.5%	-$3.52K	0.16%	171
2017 Q4	$646K	Buy	5,268 +187	+4%	+$22.3K	0.23%	136
2017 Q3	$586K	Buy	5,081 +1,511	+42%	+$171K	0.26%	124
2017 Q2	$396K	Buy	+3,570	New	+$393K	0.2%	148

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

Kingsview Wealth Management's VV Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.19% in Q2 2026, selling an estimated $10K and leaving 15,430 shares worth $5.31M. The position accounts for 0.06% of the portfolio, ranked #280.

Kingsview Wealth Management first reported a position in VV in Q2 2017 and has held it in 37 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Kingsview Wealth Management held 15,430 shares of Vanguard Morningstar Large-Cap ETF worth $5.31M as of Q2 2026.
Kingsview Wealth Management sold 30 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $10K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #280 holding.
Kingsview Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2017 and has held it in 37 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.