Sentinel Pension Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sentinel Pension Advisors’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	$252K	Sell	738 -8	-1%	-$2.67K	0.03%	126
2026 Q1	$223K	Hold	746	–	–	0.03%	125
2025 Q4	$235K	Hold	746	–	–	0.04%	121
2025 Q3	$230K	Hold	746	–	–	0.04%	115
2025 Q2	$213K	Buy	+746	New	+$197K	0.04%	116
2025 Q1	–	Sell	-746	Closed	-$201K	–	113
2024 Q4	$201K	Buy	+746	New	+$202K	0.04%	110
2022 Q2	–	Sell	-1,044	Closed	-$218K	–	96
2022 Q1	$218K	Buy	1,044 +11	+1%	+$2.26K	0.07%	82
2021 Q4	$228K	Buy	1,033 +36	+4%	+$7.72K	0.07%	90
2021 Q3	$200K	Hold	997	–	–	0.07%	85
2021 Q2	$200K	Buy	+997	New	+$195K	0.07%	88

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

Sentinel Pension Advisors's VV Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.1% in Q2 2026, selling an estimated $2.67K and leaving 738 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #126.

Sentinel Pension Advisors first reported a position in VV in Q2 2021 and has held it in 10 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Sentinel Pension Advisors held 738 shares of Vanguard Morningstar Large-Cap ETF worth $252K as of Q2 2026.
Sentinel Pension Advisors sold 8 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.67K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Sentinel Pension Advisors's portfolio in Q2 2026, its #126 holding.
Sentinel Pension Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 10 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.