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 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%	+$4.61K	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

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

Lodestone Wealth Management's VV Position: Q2 2026 in Review

Lodestone Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.29% in Q2 2026, buying an estimated $4.67K and bringing the position to 4,862 shares worth $1.67M. The position accounts for 0.59% of the portfolio, ranked #49.

Lodestone Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Lodestone Wealth Management held 4,862 shares of Vanguard Morningstar Large-Cap ETF worth $1.67M as of Q2 2026.
Lodestone Wealth Management bought 14 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.67K.
Vanguard Morningstar Large-Cap ETF made up 0.59% of Lodestone Wealth Management's portfolio in Q2 2026, its #49 holding.
Lodestone Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.