Seamount Financial Group
VV icon

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

Seamount Financial 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 		$2.39M Buy
6,790
+1
+0% +$350 0.94% 32
2026
Q2 		$2.33M Sell
6,789
-51
-0.7% -$17K 0.94% 33
2026
Q1 		$2.04M Buy
6,840
+344
+5% +$108K 0.92% 33
2025
Q4 		$2.05M Buy
6,496
+63
+1% +$19.7K 0.93% 33
2025
Q3 		$1.98M Buy
6,433
+183
+3% +$54.2K 0.94% 33
2025
Q2 		$1.78M Buy
6,250
+624
+11% +$164K 0.92% 32
2025
Q1 		$1.45M Buy
5,626
+233
+4% +$63.1K 0.98% 26
2024
Q4 		$1.45M Sell
5,393
-59
-1% -$16K 1% 26
2024
Q3 		$1.44M Buy
5,452
+155
+3% +$39.3K 1.08% 23
2024
Q2 		$1.32M Buy
5,297
+100
+2% +$24K 1.08% 24
2024
Q1 		$1.25M Sell
5,197
-200
-4% -$45.8K 1.09% 24
2023
Q4 		$1.18M Buy
+5,397
New +$1.1M 1.13% 25

Other funds holding VV

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Seamount Financial Group's VV Position: Q3 2026 in Review

Seamount Financial Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.01% in Q3 2026, buying an estimated $350 and bringing the position to 6,790 shares worth $2.39M. The position accounts for 0.94% of the portfolio, ranked #32.

Seamount Financial Group first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 550 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Seamount Financial Group held 6,790 shares of Vanguard Morningstar Large-Cap ETF worth $2.39M as of Q3 2026.
  • Seamount Financial Group bought 1 Vanguard Morningstar Large-Cap ETF share in Q3 2026, an estimated $350.
  • Vanguard Morningstar Large-Cap ETF made up 0.94% of Seamount Financial Group's portfolio in Q3 2026, its #32 holding.
  • Seamount Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 550 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.