Lowe Brockenbrough & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lowe Brockenbrough & Co’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	$344	Sell	1 -475	-100%	-$158K	﹤0.01%	339
2026 Q1	$142K	Hold	476	–	–	0.01%	282
2025 Q4	$150K	Hold	476	–	–	0.01%	284
2025 Q3	$147K	Hold	476	–	–	0.01%	292
2025 Q2	$136K	Buy	+476	New	+$125K	0.01%	277

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

Lowe Brockenbrough & Co's VV Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 100% in Q2 2026, selling an estimated $158K and leaving 1 share worth $344. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Lowe Brockenbrough & Co first reported a position in VV in Q2 2025 and has held it in 5 quarters since. The position peaked at $150K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Lowe Brockenbrough & Co held 1 share of Vanguard Morningstar Large-Cap ETF worth $344 as of Q2 2026.
Lowe Brockenbrough & Co sold 475 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $158K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #339 holding.
Lowe Brockenbrough & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Lowe Brockenbrough & Co's Vanguard Morningstar Large-Cap ETF position peaked at $150K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.