Relyea Zuckerberg Hanson’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Relyea Zuckerberg Hanson’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	$707K	Hold	2,057	–	–	0.06%	142
2026 Q1	$615K	Buy	2,057 +1	+0%	+$313	0.06%	138
2025 Q4	$647K	Buy	2,056 +2	+0.1%	+$625	0.07%	133
2025 Q3	$632K	Hold	2,054	–	–	0.07%	130
2025 Q2	$586K	Hold	2,054	–	–	0.07%	136
2025 Q1	$528K	Buy	2,054 +1	+0%	+$271	0.07%	135
2024 Q4	$554K	Buy	2,053 +1	+0%	+$271	0.07%	138
2024 Q3	$540K	Sell	2,052 -39	-2%	-$9.89K	0.08%	129
2024 Q2	$522K	Sell	2,091 -330	-14%	-$79.3K	0.09%	117
2024 Q1	$580K	Buy	2,421 +8	+0.3%	+$1.83K	0.1%	112
2023 Q4	$526K	Buy	2,413 +10	+0.4%	+$2.04K	0.1%	112
2023 Q3	$470K	Buy	2,403 +9	+0.4%	+$1.83K	0.11%	112
2023 Q2	$485K	Buy	+2,394	New	+$459K	0.11%	114

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

Relyea Zuckerberg Hanson's VV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,057 shares worth $707K. The position accounts for 0.06% of the portfolio, ranked #142.

Relyea Zuckerberg Hanson first reported a position in VV in Q2 2023 and has held it in 13 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Relyea Zuckerberg Hanson held 2,057 shares of Vanguard Morningstar Large-Cap ETF worth $707K as of Q2 2026.
Relyea Zuckerberg Hanson left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #142 holding.
Relyea Zuckerberg Hanson first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.