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Larson Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Larson Financial Group’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 		$1.69M Buy
4,911
+284
+6% +$94.7K 0.04% 277
2026
Q1 		$1.38M Sell
4,627
-423
-8% -$132K 0.04% 280
2025
Q4 		$1.59M Sell
5,050
-450
-8% -$141K 0.05% 259
2025
Q3 		$1.69M Buy
5,500
+2,288
+71% +$677K 0.06% 244
2025
Q2 		$916K Sell
3,212
-69
-2% -$18.2K 0.04% 307
2025
Q1 		$843K Buy
3,281
+69
+2% +$18.7K 0.04% 296
2024
Q4 		$866K Hold
3,212
– – 0.04% 267
2024
Q3 		$846K Sell
3,212
-1
-0% -$254 0.05% 249
2024
Q2 		$802K Buy
3,213
+3,178
+9,080% +$763K 0.05% 211
2024
Q1 		$8.39K Hold
35
– – ﹤0.01% 1089
2023
Q4 		$7.63K Hold
35
– – ﹤0.01% 1085
2023
Q3 		$6.85K Hold
35
– – ﹤0.01% 1099
2023
Q2 		$7.09K Sell
35
-17
-33% -$3.26K ﹤0.01% 1022
2023
Q1 		$9.71K Buy
52
+17
+49% +$3.1K ﹤0.01% 931
2022
Q4 		$6.1K Hold
35
– – ﹤0.01% 991
2022
Q3 		$6K Hold
35
– – ﹤0.01% 932
2022
Q2 		$6K Hold
35
– – ﹤0.01% 850
2022
Q1 		$7K Hold
35
– – ﹤0.01% 747
2021
Q4 		$8K Hold
35
– – ﹤0.01% 742
2021
Q3 		$7K Buy
+35
New +$7.23K ﹤0.01% 657

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Larson Financial Group's VV Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.1% in Q2 2026, buying an estimated $94.7K and bringing the position to 4,911 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #277.

Larson Financial Group first reported a position in VV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.69M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Larson Financial Group held 4,911 shares of Vanguard Morningstar Large-Cap ETF worth $1.69M as of Q2 2026.
  • Larson Financial Group bought 284 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $94.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #277 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Larson Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.69M in Q3 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.