Lazari Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lazari Capital 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	$348K	Buy	1,011 +3	+0.3%	+$1K	0.11%	121
2026 Q1	$301K	Buy	1,008 +3	+0.3%	+$939	0.1%	120
2025 Q4	$316K	Buy	1,005 +5	+0.5%	+$1.56K	0.11%	114
2025 Q3	$308K	Buy	1,000 +3	+0.3%	+$888	0.1%	111
2025 Q2	$284K	Buy	997 +187	+23%	+$49.3K	0.11%	109
2025 Q1	$208K	Buy	810 +3	+0.4%	+$813	0.09%	137
2024 Q4	$218K	Buy	807 +5	+0.6%	+$1.35K	0.09%	132
2024 Q3	$211K	Buy	+802	New	+$203K	0.09%	143

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lazari Capital Management's VV Position: Q2 2026 in Review

Lazari Capital Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.3% in Q2 2026, buying an estimated $1K and bringing the position to 1,011 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #121.

Lazari Capital Management first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Lazari Capital Management held 1,011 shares of Vanguard Morningstar Large-Cap ETF worth $348K as of Q2 2026.
Lazari Capital Management bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Lazari Capital Management's portfolio in Q2 2026, its #121 holding.
Lazari Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.