Morling Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Morling Financial Advisors’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	$5.16K	Buy	+15	New	+$5K	﹤0.01%	113
2025 Q4	–	Sell	-38	Closed	-$11.7K	–	116
2025 Q3	$11.7K	Buy	+38	New	+$11.3K	﹤0.01%	93

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

Morling Financial Advisors's VV Position: Q2 2026 in Review

Morling Financial Advisors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 15 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #113 among its holdings. This is a return to the name: Morling Financial Advisors previously reported a position in VV as recently as Q3 2025.

Morling Financial Advisors first reported a position in VV in Q3 2025 and has held it in 2 quarters since. The position peaked at $11.7K in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Morling Financial Advisors held 15 shares of Vanguard Morningstar Large-Cap ETF worth $5.16K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Morling Financial Advisors position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Morling Financial Advisors's portfolio in Q2 2026, its #113 holding.
Morling Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 2 quarters since.
Morling Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $11.7K in Q3 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.