Main Street Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Main Street Group’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	$268K	Sell	761 -18	-2%	-$6.3K	0.06%	90
2026 Q2	$268K	Hold	779	–	–	0.06%	97
2026 Q1	$233K	Sell	779 -134	-15%	-$41.9K	0.07%	99
2025 Q4	$287K	Sell	913 -163	-15%	-$50.9K	0.1%	77
2025 Q3	$331K	Hold	1,076	–	–	0.1%	77
2025 Q2	$307K	Sell	1,076 -107	-9%	-$28.2K	0.1%	80
2025 Q1	$304K	Sell	1,183 -40	-3%	-$10.8K	0.12%	79
2024 Q4	$330K	Sell	1,223 -38	-3%	-$10.3K	0.12%	73
2024 Q3	$332K	Sell	1,261 -125	-9%	-$31.7K	0.13%	75
2024 Q2	$347K	Sell	1,386 -132	-9%	-$31.7K	0.14%	74
2024 Q1	$364K	Sell	1,518 -232	-13%	-$53.1K	0.16%	74
2023 Q4	$382K	Buy	+1,750	New	+$358K	0.13%	87

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Main Street Group's VV Position: Q3 2026 in Review

Main Street Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.3% in Q3 2026, selling an estimated $6.3K and leaving 761 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #90.

Main Street Group first reported a position in VV in Q4 2023 and has held it in 12 quarters since. The position peaked at $382K in Q4 2023. 1,253 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Main Street Group held 761 shares of Vanguard Morningstar Large-Cap ETF worth $268K as of Q3 2026.
Main Street Group sold 18 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $6.3K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Main Street Group's portfolio in Q3 2026, its #90 holding.
Main Street Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Main Street Group's Vanguard Morningstar Large-Cap ETF position peaked at $382K in Q4 2023.
1,253 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.