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S.A. Mason’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

S.A. Mason’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 		$2.32M Buy
6,756
+5
+0.1% +$1.67K 0.71% 34
2026
Q1 		$2.02M Buy
6,751
+25
+0.4% +$7.82K 0.76% 33
2025
Q4 		$2.12M Buy
6,726
+10
+0.1% +$3.12K 0.84% 25
2025
Q3 		$2.07M Buy
6,716
+6
+0.1% +$1.78K 0.91% 24
2025
Q2 		$1.91M Sell
6,710
-84
-1% -$22.1K 0.93% 21
2025
Q1 		$1.75M Buy
6,794
+29
+0.4% +$7.86K 0.92% 23
2024
Q4 		$1.82M Sell
6,765
-300
-4% -$81.3K 0.96% 19
2024
Q3 		$1.86M Sell
7,065
-175
-2% -$44.4K 0.99% 19
2024
Q2 		$1.81M Sell
7,240
-53
-0.7% -$12.7K 1.03% 19
2024
Q1 		$1.75M Buy
7,293
+5
+0.1% +$1.14K 1.05% 18
2023
Q4 		$1.59M Sell
7,288
-90
-1% -$18.4K 1.07% 20
2023
Q3 		$1.44M Sell
7,378
-72
-1% -$14.7K 1.04% 20
2023
Q2 		$1.39M Hold
7,450
– – 1.01% 19
2023
Q1 		$1.39M Hold
7,450
– – 1.01% 19
2022
Q4 		$1.3M Hold
7,450
– – 0.98% 22
2022
Q3 		$1.22M Hold
7,450
– – 0.96% 20
2022
Q2 		$1.28M Sell
7,450
-115
-2% -$21.6K 0.94% 22
2022
Q1 		$1.58M Buy
7,565
+830
+12% +$170K 0.98% 20
2021
Q4 		$1.49M Sell
6,735
-50
-0.7% -$10.7K 0.9% 25
2021
Q3 		$1.36M Hold
6,785
– – 0.9% 22
2021
Q2 		$1.36M Hold
6,785
– – 0.94% 22
2021
Q1 		$1.26M Hold
6,785
– – 0.94% 23
2020
Q4 		$1.19M Sell
6,785
-335
-5% -$55.7K 0.99% 24
2020
Q3 		$1.11M Hold
7,120
– – 1.06% 20
2020
Q2 		$1.02M Hold
7,120
– – 1.07% 20
2020
Q1 		$843K Hold
7,120
– – 1.02% 22
2019
Q4 		$1.05M Buy
+7,120
New +$1.01M 1% 22

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

S.A. Mason's VV Position: Q2 2026 in Review

S.A. Mason increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.07% in Q2 2026, buying an estimated $1.67K and bringing the position to 6,756 shares worth $2.32M. The position accounts for 0.71% of the portfolio, ranked #34.

S.A. Mason first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • S.A. Mason held 6,756 shares of Vanguard Morningstar Large-Cap ETF worth $2.32M as of Q2 2026.
  • S.A. Mason bought 5 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.71% of S.A. Mason's portfolio in Q2 2026, its #34 holding.
  • S.A. Mason first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.