Lodestone Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lodestone Wealth 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 Q3	$1.71M	Buy	4,874 +12	+0.2%	+$4.2K	0.58%	48
2026 Q2	$1.67M	Buy	4,862 +14	+0.3%	+$4.67K	0.59%	49
2026 Q1	$1.45M	Buy	4,848 +14	+0.3%	+$4.38K	0.57%	55
2025 Q4	$1.52M	Buy	4,834 +26	+0.5%	+$8.12K	0.62%	48
2025 Q3	$1.48M	Buy	4,808 +14	+0.3%	+$4.14K	0.67%	53
2025 Q2	$1.37M	Hold	4,794	–	–	0.67%	52
2025 Q1	$1.23M	Buy	4,794 +17	+0.4%	+$4.6K	0.66%	53
2024 Q4	$1.29M	Buy	4,777 +29	+0.6%	+$7.86K	0.65%	53
2024 Q3	$1.25M	Buy	4,748 +17	+0.4%	+$4.31K	0.63%	57
2024 Q2	$1.18M	Hold	4,731	–	–	0.62%	56
2024 Q1	$1.13M	Buy	4,731 +16	+0.3%	+$3.66K	0.6%	57
2023 Q4	$1.03M	Buy	+4,715	New	+$964K	0.6%	58

Other funds holding VV

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Hurlow Wealth Management Group Bloomington, Indiana $480M AUM 12.37% 1-Year Est. Return

Lodestone Wealth Management's VV Position: Q3 2026 in Review

Lodestone Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.25% in Q3 2026, buying an estimated $4.2K and bringing the position to 4,874 shares worth $1.71M. The position accounts for 0.58% of the portfolio, ranked #48.

Lodestone Wealth Management first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 655 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Lodestone Wealth Management held 4,874 shares of Vanguard Morningstar Large-Cap ETF worth $1.71M as of Q3 2026.
Lodestone Wealth Management bought 12 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $4.2K.
Vanguard Morningstar Large-Cap ETF made up 0.58% of Lodestone Wealth Management's portfolio in Q3 2026, its #48 holding.
Lodestone Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
655 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.