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

Schaeffer 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 Q3	$286K	Hold	814	–	–	0.22%	23
2026 Q2	$280K	Hold	814	–	–	0.22%	20
2026 Q1	$243K	Hold	814	–	–	0.2%	20
2025 Q4	$256K	Hold	814	–	–	0.22%	18
2025 Q3	$251K	Buy	814 +57	+8%	+$16.9K	0.23%	16
2025 Q2	$216K	Buy	+757	New	+$199K	0.21%	17
2025 Q1	–	Sell	-757	Closed	-$204K	–	19
2024 Q4	$204K	Buy	+757	New	+$205K	0.2%	18

Other funds holding VV

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

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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

Garde Capital Seattle, Washington $1.8B AUM 11.9% 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

Hurlow Wealth Management Group Bloomington, Indiana $480M AUM 12.37% 1-Year Est. Return

Schaeffer Financial's VV Position: Q3 2026 in Review

Schaeffer Financial held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 814 shares worth $286K. The position accounts for 0.22% of the portfolio, ranked #23.

Schaeffer Financial first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 655 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Schaeffer Financial held 814 shares of Vanguard Morningstar Large-Cap ETF worth $286K as of Q3 2026.
Schaeffer Financial left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.22% of Schaeffer Financial's portfolio in Q3 2026, its #23 holding.
Schaeffer Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
655 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Schaeffer Financial's 13F filing for Q3 2026, filed 23 Oct 2026.