Marshall Financial Group (Maryland)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Marshall Financial Group (Maryland)’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 Q1	–	Sell	-3,467	Closed	-$1.09M	–	311
2025 Q4	$1.09M	Buy	3,467 +18	+0.5%	+$5.62K	0.21%	106
2025 Q3	$1.06M	Hold	3,449	–	–	0.21%	121
2025 Q2	$988K	Buy	3,449 +11	+0.3%	+$2.9K	0.19%	125
2025 Q1	$884K	Sell	3,438 -79	-2%	-$21.4K	0.19%	129
2024 Q4	$948K	Sell	3,517 -50	-1%	-$13.5K	0.23%	115
2024 Q3	$939K	Buy	+3,567	New	+$905K	0.22%	126

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Marshall Financial Group (Maryland)'s VV Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 3,467 shares — an estimated $1.09M sold.

Marshall Financial Group (Maryland) first reported a position in VV in Q3 2024 and held it in 6 quarters. The position peaked at $1.09M in Q4 2025. 1,321 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Marshall Financial Group (Maryland) reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 3,467 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $1.09M.
Marshall Financial Group (Maryland) first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and held it in 6 quarters.
Marshall Financial Group (Maryland)'s Vanguard Morningstar Large-Cap ETF position peaked at $1.09M in Q4 2025.
1,321 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.