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 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

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

May Barnhard Investments's VV Position: Q2 2026 in Review

May Barnhard Investments increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.6% in Q2 2026, buying an estimated $656K and bringing the position to 27,871 shares worth $9.59M. The position accounts for 3.88% of the portfolio, ranked #5.

May Barnhard Investments first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

May Barnhard Investments held 27,871 shares of Vanguard Morningstar Large-Cap ETF worth $9.59M as of Q2 2026.
May Barnhard Investments bought 1,967 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $656K.
Vanguard Morningstar Large-Cap ETF made up 3.88% of May Barnhard Investments's portfolio in Q2 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 11 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.