Nicholas Hoffman & Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Nicholas Hoffman & Company’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	$1.56M	Hold	4,538	–	–	0.03%	107
2026 Q1	$1.36M	Buy	4,538 +100	+2%	+$31.3K	0.03%	112
2025 Q4	$1.4M	Buy	4,438 +231	+5%	+$72.1K	0.03%	107
2025 Q3	$1.3M	Hold	4,207	–	–	0.03%	110
2025 Q2	$1.2M	Hold	4,207	–	–	0.03%	116
2025 Q1	$1.08M	Hold	4,207	–	–	0.04%	119
2024 Q4	$1.13M	Hold	4,207	–	–	0.05%	112
2024 Q3	$1.11M	Hold	4,207	–	–	0.05%	115
2024 Q2	$1.05M	Hold	4,207	–	–	0.05%	117
2024 Q1	$1.01M	Hold	4,207	–	–	0.05%	120
2023 Q4	$918K	Hold	4,207	–	–	0.06%	126
2023 Q3	$823K	Sell	4,207 -709	-14%	-$144K	0.06%	128
2023 Q2	$997K	Sell	4,916 -639	-12%	-$122K	0.04%	116
2023 Q1	$1.04M	Hold	5,555	–	–	0.09%	112
2022 Q4	$968K	Sell	5,555 -2,753	-33%	-$483K	0.1%	118
2022 Q3	$1.36M	Hold	8,308	–	–	0.06%	72
2022 Q2	$1.43M	Sell	8,308 -71	-0.8%	-$13.3K	0.07%	70
2022 Q1	$1.75M	Buy	+8,379	New	+$1.72M	0.07%	59

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Nicholas Hoffman & Company's VV Position: Q2 2026 in Review

Nicholas Hoffman & Company held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 4,538 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #107.

Nicholas Hoffman & Company first reported a position in VV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.75M in Q1 2022. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Nicholas Hoffman & Company held 4,538 shares of Vanguard Morningstar Large-Cap ETF worth $1.56M as of Q2 2026.
Nicholas Hoffman & Company left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #107 holding.
Nicholas Hoffman & Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Nicholas Hoffman & Company's Vanguard Morningstar Large-Cap ETF position peaked at $1.75M in Q1 2022.
944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.