Koshinski Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Koshinski Asset 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	$294K	Buy	855 +142	+20%	+$47.4K	0.02%	619
2026 Q1	$213K	Buy	713 +46	+7%	+$14.4K	0.01%	691
2025 Q4	$210K	Hold	667	–	–	0.01%	680
2025 Q3	$205K	Buy	+667	New	+$197K	0.01%	685
2024 Q1	–	Sell	-1,070	Closed	-$233K	–	643
2023 Q4	$233K	Buy	+1,070	New	+$219K	0.04%	447
2023 Q2	–	Sell	-1,122	Closed	-$210K	–	669
2023 Q1	$210K	Sell	1,122 -102	-8%	-$18.6K	0.02%	519
2022 Q4	$213K	Buy	+1,224	New	+$215K	0.02%	555
2022 Q2	–	Sell	-701	Closed	-$146K	–	1940
2022 Q1	$146K	Hold	701	–	–	0.01%	704
2021 Q4	$155K	Hold	701	–	–	0.01%	706
2021 Q3	$141K	Buy	+701	New	+$145K	0.01%	716
2020 Q1	–	Sell	-1,456	Closed	-$215K	–	529
2019 Q4	$215K	Buy	+1,456	New	+$206K	0.04%	470

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

Koshinski Asset Management's VV Position: Q2 2026 in Review

Koshinski Asset Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 20% in Q2 2026, buying an estimated $47.4K and bringing the position to 855 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #619.

Koshinski Asset Management first reported a position in VV in Q4 2019 and has held it in 11 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Koshinski Asset Management held 855 shares of Vanguard Morningstar Large-Cap ETF worth $294K as of Q2 2026.
Koshinski Asset Management bought 142 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $47.4K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #619 holding.
Koshinski Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 11 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.