Landmark Wealth Management (New York)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Landmark Wealth Management (New York)’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 Q1	$243K	Buy	+814	New	+$255K	0.07%	136

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Landmark Wealth Management (New York)'s VV Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026: 814 shares worth $243K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings.

1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Landmark Wealth Management (New York) held 814 shares of Vanguard Morningstar Large-Cap ETF worth $243K as of Q1 2026.
Vanguard Morningstar Large-Cap ETF was a new Landmark Wealth Management (New York) position in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #136 holding.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.