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

LongView 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	$577K	Sell	1,676 -194	-10%	-$64.7K	0.15%	121
2026 Q1	$597K	Sell	1,870 -8	-0.4%	-$2.5K	0.15%	124
2025 Q4	$602K	Sell	1,878 -8	-0.4%	-$2.5K	0.15%	132
2025 Q3	$580K	Sell	1,886 -35	-2%	-$10.4K	0.16%	112
2025 Q2	$548K	Sell	1,921 -707	-27%	-$186K	0.17%	111
2025 Q1	$676K	Sell	2,628 -536	-17%	-$145K	0.2%	95
2024 Q4	$853K	Sell	3,164 -164	-5%	-$44.4K	0.26%	81
2024 Q3	$876K	Sell	3,328 -105	-3%	-$26.6K	0.28%	74
2024 Q2	$857K	Buy	3,433 +43	+1%	+$10.3K	0.32%	68
2024 Q1	$813K	Sell	3,390 -22	-0.6%	-$5.03K	0.32%	66
2023 Q4	$743K	Buy	+3,412	New	+$697K	0.33%	68

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

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

LongView Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 10% in Q2 2026, selling an estimated $64.7K and leaving 1,676 shares worth $577K. The position accounts for 0.15% of the portfolio, ranked #121.

LongView Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $876K in Q3 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

LongView Wealth Management held 1,676 shares of Vanguard Morningstar Large-Cap ETF worth $577K as of Q2 2026.
LongView Wealth Management sold 194 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $64.7K.
Vanguard Morningstar Large-Cap ETF made up 0.15% of LongView Wealth Management's portfolio in Q2 2026, its #121 holding.
LongView Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $876K in Q3 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.