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 Q2	$260K	Sell	756 -58	-7%	-$19.3K	0.06%	135
2026 Q1	$243K	Buy	+814	New	+$255K	0.07%	136

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

Landmark Wealth Management (New York)'s VV Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.1% in Q2 2026, selling an estimated $19.3K and leaving 756 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #135.

Landmark Wealth Management (New York) first reported a position in VV in Q1 2026 and has held it in 2 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Landmark Wealth Management (New York) held 756 shares of Vanguard Morningstar Large-Cap ETF worth $260K as of Q2 2026.
Landmark Wealth Management (New York) sold 58 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $19.3K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #135 holding.
Landmark Wealth Management (New York) first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2026 and has held it in 2 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.