MainStreet Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MainStreet Investment Advisors’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	$390K	Hold	1,135	–	–	0.05%	143
2026 Q1	$339K	Hold	1,135	–	–	0.05%	141
2025 Q4	$357K	Hold	1,135	–	–	0.05%	136
2025 Q3	$349K	Hold	1,135	–	–	0.05%	135
2025 Q2	$324K	Hold	1,135	–	–	0.04%	137
2025 Q1	$292K	Buy	+1,135	New	+$307K	0.04%	140
2024 Q4	–	Sell	-1,135	Closed	-$299K	–	164
2024 Q3	$299K	Sell	1,135 -120	-10%	-$30.4K	0.04%	135
2024 Q2	$313K	Hold	1,255	–	–	0.04%	139
2024 Q1	$301K	Hold	1,255	–	–	0.04%	153
2023 Q4	$274K	Hold	1,255	–	–	0.03%	150
2023 Q3	$246K	Sell	1,255 -140	-10%	-$28.5K	0.03%	170
2023 Q2	$283K	Hold	1,395	–	–	0.03%	169
2023 Q1	$261K	Hold	1,395	–	–	0.03%	173
2022 Q4	$243K	Sell	1,395 -140	-9%	-$24.6K	0.03%	161
2022 Q3	$251K	Hold	1,535	–	–	0.03%	156
2022 Q2	$265K	Hold	1,535	–	–	0.03%	159
2022 Q1	$320K	Hold	1,535	–	–	0.03%	156
2021 Q4	$339K	Hold	1,535	–	–	0.03%	160
2021 Q3	$308K	Sell	1,535 -124	-7%	-$25.6K	0.03%	155
2021 Q2	$333K	Hold	1,659	–	–	0.03%	159
2021 Q1	$307K	Hold	1,659	–	–	0.03%	163
2020 Q4	$292K	Hold	1,659	–	–	0.02%	163
2020 Q3	$260K	Sell	1,659 -166	-9%	-$25.6K	0.02%	171
2020 Q2	$261K	Hold	1,825	–	–	0.02%	216
2020 Q1	$216K	Buy	+1,825	New	+$256K	0.03%	251

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

MainStreet Investment Advisors's VV Position: Q2 2026 in Review

MainStreet Investment Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,135 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #143.

MainStreet Investment Advisors first reported a position in VV in Q1 2020 and has held it in 25 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

MainStreet Investment Advisors held 1,135 shares of Vanguard Morningstar Large-Cap ETF worth $390K as of Q2 2026.
MainStreet Investment Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of MainStreet Investment Advisors's portfolio in Q2 2026, its #143 holding.
MainStreet Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 25 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on MainStreet Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.