Legacy Financial Group (Oklahoma)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Legacy Financial Group (Oklahoma)’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	$513K	Hold	1,493	–	–	0.12%	54
2026 Q1	$446K	Sell	1,493 -87	-6%	-$27.2K	0.12%	54
2025 Q4	$497K	Buy	1,580 +82	+5%	+$25.6K	0.13%	52
2025 Q3	$461K	Sell	1,498 -31	-2%	-$9.18K	0.13%	55
2025 Q2	$436K	Hold	1,529	–	–	0.13%	50
2025 Q1	$393K	Hold	1,529	–	–	0.13%	56
2024 Q4	$412K	Hold	1,529	–	–	0.13%	54
2024 Q3	$399K	Sell	1,529 -5	-0.3%	-$1.27K	0.14%	53
2024 Q2	$383K	Hold	1,534	–	–	0.15%	47
2024 Q1	$368K	Buy	1,534 +7	+0.5%	+$1.6K	0.14%	50
2023 Q4	$333K	Sell	1,527 -8	-0.5%	-$1.64K	0.15%	50
2023 Q3	$300K	Hold	1,535	–	–	0.15%	52
2023 Q2	$311K	Hold	1,535	–	–	0.16%	52
2023 Q1	$287K	Hold	1,535	–	–	0.16%	48
2022 Q4	$267K	Buy	+1,535	New	+$269K	0.16%	47

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

Legacy Financial Group (Oklahoma)'s VV Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,493 shares worth $513K. The position accounts for 0.12% of the portfolio, ranked #54.

Legacy Financial Group (Oklahoma) first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Legacy Financial Group (Oklahoma) held 1,493 shares of Vanguard Morningstar Large-Cap ETF worth $513K as of Q2 2026.
Legacy Financial Group (Oklahoma) left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #54 holding.
Legacy Financial Group (Oklahoma) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.