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 Q3	$590K	Buy	1,677 +1	+0.1%	+$350	0.14%	121
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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

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

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

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

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

LongView Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.06% in Q3 2026, buying an estimated $350 and bringing the position to 1,677 shares worth $590K. The position accounts for 0.14% of the portfolio, ranked #121.

LongView Wealth Management first reported a position in VV in Q4 2023 and has held it in 12 quarters since. The position peaked at $876K in Q3 2024. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

LongView Wealth Management held 1,677 shares of Vanguard Morningstar Large-Cap ETF worth $590K as of Q3 2026.
LongView Wealth Management bought 1 Vanguard Morningstar Large-Cap ETF share in Q3 2026, an estimated $350.
Vanguard Morningstar Large-Cap ETF made up 0.14% of LongView Wealth Management's portfolio in Q3 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 12 quarters since.
LongView Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $876K in Q3 2024.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.