Lodestar Private Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lodestar Private Asset 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	$6.81M	Sell	19,803 -405	-2%	-$135K	0.59%	45
2026 Q1	$6.04M	Sell	20,208 -327	-2%	-$102K	0.6%	46
2025 Q4	$6.46M	Sell	20,535 -978	-5%	-$305K	0.65%	44
2025 Q3	$6.62M	Sell	21,513 -477	-2%	-$141K	0.69%	40
2025 Q2	$6.27M	Sell	21,990 -510	-2%	-$134K	0.72%	40
2025 Q1	$5.78M	Sell	22,500 -285	-1%	-$77.2K	0.73%	40
2024 Q4	$6.15M	Sell	22,785 -810	-3%	-$219K	0.77%	37
2024 Q3	$6.21M	Sell	23,595 -207	-0.9%	-$52.5K	0.79%	37
2024 Q2	$5.94M	Sell	23,802 -369	-2%	-$88.6K	0.82%	36
2024 Q1	$5.8M	Sell	24,171 -1,005	-4%	-$230K	0.83%	36
2023 Q4	$5.49M	Sell	25,176 -411	-2%	-$84K	0.84%	36
2023 Q3	$5.01M	Sell	25,587 -616	-2%	-$125K	0.86%	36
2023 Q2	$5.31M	Sell	26,203 -99	-0.4%	-$19K	0.89%	30
2023 Q1	$4.91M	Sell	26,302 -1,901	-7%	-$346K	0.88%	30
2022 Q4	$4.91M	Buy	+28,203	New	+$4.95M	0.94%	28

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

Lodestar Private Asset Management's VV Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q2 2026, selling an estimated $135K and leaving 19,803 shares worth $6.81M. The position accounts for 0.59% of the portfolio, ranked #45.

Lodestar Private Asset Management 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.

Lodestar Private Asset Management held 19,803 shares of Vanguard Morningstar Large-Cap ETF worth $6.81M as of Q2 2026.
Lodestar Private Asset Management sold 405 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $135K.
Vanguard Morningstar Large-Cap ETF made up 0.59% of Lodestar Private Asset Management's portfolio in Q2 2026, its #45 holding.
Lodestar Private Asset Management 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 Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.