L.K. Benson & Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

L.K. Benson & Company’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	$4.33M	Buy	12,599 +829	+7%	+$277K	1.31%	13
2026 Q1	$3.52M	Buy	11,770 +940	+9%	+$294K	1.16%	15
2025 Q4	$3.41M	Buy	10,830 +697	+7%	+$218K	1.71%	15
2025 Q3	$3.12M	Buy	10,133 +883	+10%	+$261K	1.68%	15
2025 Q2	$2.64M	Buy	9,250 +300	+3%	+$79K	1.62%	16
2025 Q1	$2.3M	Buy	8,950 +314	+4%	+$85.1K	1.59%	14
2024 Q4	$2.33M	Buy	+8,636	New	+$2.34M	1.64%	13

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

L.K. Benson & Company's VV Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 7% in Q2 2026, buying an estimated $277K and bringing the position to 12,599 shares worth $4.33M. The position accounts for 1.31% of the portfolio, ranked #13.

L.K. Benson & Company first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

L.K. Benson & Company held 12,599 shares of Vanguard Morningstar Large-Cap ETF worth $4.33M as of Q2 2026.
L.K. Benson & Company bought 829 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $277K.
Vanguard Morningstar Large-Cap ETF made up 1.31% of L.K. Benson & Company's portfolio in Q2 2026, its #13 holding.
L.K. Benson & Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.