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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 		$679K Hold
1,975
– – 0.06% 122
2026
Q1 		$590K Sell
1,975
-806
-29% -$252K 0.06% 121
2025
Q4 		$875K Buy
2,781
+943
+51% +$294K 0.1% 102
2025
Q3 		$566K Hold
1,838
– – 0.07% 115
2025
Q2 		$524K Sell
1,838
-266
-13% -$70.1K 0.07% 113
2025
Q1 		$541K Buy
2,104
+86
+4% +$23.3K 0.08% 103
2024
Q4 		$546K Hold
2,018
– – 0.09% 101
2024
Q3 		$531K Buy
2,018
+481
+31% +$122K 0.08% 105
2024
Q2 		$384K Buy
1,537
+490
+47% +$118K 0.07% 118
2024
Q1 		$251K Hold
1,047
– – 0.05% 144
2023
Q4 		$228K Buy
+1,047
New +$214K 0.05% 146

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

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

Legacy Edge Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,975 shares worth $679K. The position accounts for 0.06% of the portfolio, ranked #122.

Legacy Edge Advisors first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $875K in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Legacy Edge Advisors held 1,975 shares of Vanguard Morningstar Large-Cap ETF worth $679K as of Q2 2026.
  • Legacy Edge Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #122 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $875K in Q4 2025.
  • 1,376 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.