Mustard Seed Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mustard Seed 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 Q1	$1.84M	Sell	6,172 -36	-0.6%	-$11.3K	1.11%	22
2025 Q4	$1.95M	Buy	6,208 +187	+3%	+$58.4K	1.23%	21
2025 Q3	$1.85M	Buy	6,021 +71	+1%	+$21K	1.19%	19
2025 Q2	$1.7M	Buy	5,950 +4	+0.1%	+$1.05K	1.22%	21
2025 Q1	$1.53M	Buy	5,946 +19	+0.3%	+$5.15K	1.23%	21
2024 Q4	$1.6M	Sell	5,927 -12	-0.2%	-$3.25K	1.3%	21
2024 Q3	$1.56M	Sell	5,939 -84	-1%	-$21.3K	1.3%	20
2024 Q2	$1.5M	Buy	6,023 +308	+5%	+$74K	1.44%	19
2024 Q1	$1.37M	Sell	5,715 -276	-5%	-$63.1K	1.37%	19
2023 Q4	$1.31M	Buy	+5,991	New	+$1.22M	1.48%	18

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mustard Seed Financial's VV Position: Q1 2026 in Review

Mustard Seed Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.58% in Q1 2026, selling an estimated $11.3K and leaving 6,172 shares worth $1.84M. The position accounts for 1.11% of the portfolio, ranked #22.

Mustard Seed Financial first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Mustard Seed Financial held 6,172 shares of Vanguard Morningstar Large-Cap ETF worth $1.84M as of Q1 2026.
Mustard Seed Financial sold 36 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $11.3K.
Vanguard Morningstar Large-Cap ETF made up 1.11% of Mustard Seed Financial's portfolio in Q1 2026, its #22 holding.
Mustard Seed Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Mustard Seed Financial's Vanguard Morningstar Large-Cap ETF position peaked at $1.95M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.