LEA
VV icon

Legacy Edge Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Legacy Edge Advisors’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 		$524K Sell
1,838
-137
-7% -$45.7K 0.07% 113
2026
Q1 		$590K Sell
1,975
-806
-29% -$252K 0.06% 121
2025
Q4 		$875K Buy
+2,781
New +$868K 0.1% 102

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Legacy Edge Advisors's VV Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.9% in Q2 2026, selling an estimated $45.7K and leaving 1,838 shares worth $524K. The position accounts for 0.07% of the portfolio, ranked #113.

Legacy Edge Advisors first reported a position in VV in Q4 2025 and has held it in 3 quarters since. The position peaked at $875K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Legacy Edge Advisors held 1,838 shares of Vanguard Morningstar Large-Cap ETF worth $524K as of Q2 2026.
  • Legacy Edge Advisors sold 137 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $45.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #113 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $875K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.