Lynx Investment Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lynx Investment Advisory’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	$337K	Buy	981 +1	+0.1%	+$334	0.11%	171
2026 Q1	$293K	Hold	980	–	–	0.14%	144
2025 Q4	$308K	Buy	980 +4	+0.4%	+$1.25K	0.17%	128
2025 Q3	$301K	Buy	976 +3	+0.3%	+$888	0.18%	124
2025 Q2	$278K	Hold	973	–	–	0.18%	125
2025 Q1	$250K	Buy	973 +3	+0.3%	+$813	0.17%	131
2024 Q4	$262K	Buy	970 +6	+0.6%	+$1.63K	0.18%	132
2024 Q3	$254K	Buy	964 +3	+0.3%	+$761	0.18%	124
2024 Q2	$240K	Buy	+961	New	+$231K	0.18%	116

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

Lynx Investment Advisory's VV Position: Q2 2026 in Review

Lynx Investment Advisory increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.1% in Q2 2026, buying an estimated $334 and bringing the position to 981 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #171.

Lynx Investment Advisory first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Lynx Investment Advisory held 981 shares of Vanguard Morningstar Large-Cap ETF worth $337K as of Q2 2026.
Lynx Investment Advisory bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Lynx Investment Advisory's portfolio in Q2 2026, its #171 holding.
Lynx Investment Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.