Michels Family Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Michels Family Financial’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	$264K	Buy	768 +1	+0.1%	+$334	0.17%	124
2026 Q1	$229K	Buy	767 +2	+0.3%	+$626	0.17%	128
2025 Q4	$241K	Sell	765 -37	-5%	-$11.6K	0.18%	126
2025 Q3	$247K	Buy	802 +2	+0.3%	+$592	0.19%	124
2025 Q2	$228K	Hold	800	–	–	0.19%	118
2025 Q1	$206K	Sell	800 -19	-2%	-$5.15K	0.19%	120
2024 Q4	$221K	Buy	+819	New	+$222K	0.2%	117

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

Michels Family Financial's VV Position: Q2 2026 in Review

Michels Family Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.13% in Q2 2026, buying an estimated $334 and bringing the position to 768 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #124.

Michels Family Financial first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Michels Family Financial held 768 shares of Vanguard Morningstar Large-Cap ETF worth $264K as of Q2 2026.
Michels Family Financial bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.17% of Michels Family Financial's portfolio in Q2 2026, its #124 holding.
Michels Family Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.