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May Barnhard Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

May Barnhard Investments’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 		$9.9M Buy
28,148
+277
+1% +$97K 4.08% 5
2026
Q2 		$9.59M Buy
27,871
+1,967
+8% +$656K 3.88% 5
2026
Q1 		$7.74M Buy
25,904
+4,624
+22% +$1.45M 3.76% 7
2025
Q4 		$6.7M Buy
21,280
+1,105
+5% +$345K 3.17% 9
2025
Q3 		$6.21M Buy
20,175
+2,478
+14% +$734K 2.88% 9
2025
Q2 		$5.05M Buy
17,697
+128
+0.7% +$33.7K 2.36% 17
2025
Q1 		$4.52M Buy
17,569
+1,191
+7% +$323K 2.25% 18
2024
Q4 		$4.42M Buy
16,378
+2,705
+20% +$733K 2.1% 20
2024
Q3 		$3.6M Sell
13,673
-317
-2% -$80.4K 1.76% 23
2024
Q2 		$3.49M Buy
13,990
+449
+3% +$108K 1.8% 23
2024
Q1 		$3.25M Sell
13,541
-302
-2% -$69.1K 1.63% 23
2023
Q4 		$3.02M Buy
+13,843
New +$2.83M 1.55% 24

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

May Barnhard Investments's VV Position: Q3 2026 in Review

May Barnhard Investments increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.99% in Q3 2026, buying an estimated $97K and bringing the position to 28,148 shares worth $9.9M. The position accounts for 4.08% of the portfolio, ranked #5.

May Barnhard Investments first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • May Barnhard Investments held 28,148 shares of Vanguard Morningstar Large-Cap ETF worth $9.9M as of Q3 2026.
  • May Barnhard Investments bought 277 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $97K.
  • Vanguard Morningstar Large-Cap ETF made up 4.08% of May Barnhard Investments's portfolio in Q3 2026, its #5 holding.
  • May Barnhard Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 88 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on May Barnhard Investments's 13F filing for Q3 2026, filed 9 Oct 2026.