Mason & Associates (Virginia)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mason & Associates (Virginia)’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	$150M	Buy	434,857 +5,792	+1%	+$1.93M	31.12%	1
2026 Q1	$128M	Buy	429,065 +2,628	+0.6%	+$822K	29.36%	2
2025 Q4	$134M	Sell	426,437 -45,304	-10%	-$14.1M	30.52%	1
2025 Q3	$135M	Buy	471,741 +2	+0%	+$592	33.79%	1
2025 Q2	$135M	Buy	471,739 +46,368	+11%	+$12.2M	33.79%	1
2025 Q1	$109M	Sell	425,371 -10,642	-2%	-$2.88M	31.5%	2
2024 Q4	$118M	Buy	436,013 +21,851	+5%	+$5.92M	35.12%	1
2024 Q3	$109M	Sell	414,162 -157	-0%	-$39.8K	33.36%	2
2024 Q2	$103M	Buy	+414,319	New	+$99.5M	33.95%	2

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

Mason & Associates (Virginia)'s VV Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.3% in Q2 2026, buying an estimated $1.93M and bringing the position to 434,857 shares worth $150M. The position accounts for 31.12% of the portfolio, ranked #1.

Mason & Associates (Virginia) 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.

Mason & Associates (Virginia) held 434,857 shares of Vanguard Morningstar Large-Cap ETF worth $150M as of Q2 2026.
Mason & Associates (Virginia) bought 5,792 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.93M.
Vanguard Morningstar Large-Cap ETF made up 31.12% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #1 holding.
Mason & Associates (Virginia) 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 Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.