Portside Wealth Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Portside Wealth Group’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 Q3	$279K	Sell	792 -4,544	-85%	-$1.59M	0.03%	431
2026 Q2	$1.84M	Buy	+5,336	New	+$1.78M	0.21%	108
2025 Q1	–	Sell	-1,311	Closed	-$354K	–	453
2024 Q4	$354K	Buy	+1,311	New	+$355K	0.06%	288
2024 Q1	–	Sell	-3,156	Closed	-$688K	–	393
2023 Q4	$688K	Buy	+3,156	New	+$645K	0.13%	172

Other funds holding VV

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Portside Wealth Group's VV Position: Q3 2026 in Review

Portside Wealth Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 85% in Q3 2026, selling an estimated $1.59M and leaving 792 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #431.

Portside Wealth Group first reported a position in VV in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.84M in Q2 2026. 591 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Portside Wealth Group held 792 shares of Vanguard Morningstar Large-Cap ETF worth $279K as of Q3 2026.
Portside Wealth Group sold 4,544 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.59M.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #431 holding.
Portside Wealth Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 4 quarters since.
Portside Wealth Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.84M in Q2 2026.
591 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.