Sound Income Strategies’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sound Income Strategies’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	$223K	Sell	649 -13	-2%	-$4.34K	0.01%	446
2026 Q1	$199K	Buy	662 +356	+116%	+$111K	0.01%	412
2025 Q4	$97.4K	Buy	306 +73	+31%	+$22.8K	﹤0.01%	588
2025 Q3	$72.4K	Hold	233	–	–	﹤0.01%	474
2025 Q2	$66.5K	Hold	233	–	–	﹤0.01%	467
2025 Q1	$59.9K	Buy	233 +76	+48%	+$20.6K	﹤0.01%	474
2024 Q4	$42.3K	Hold	157	–	–	﹤0.01%	508
2024 Q3	$41.3K	Hold	157	–	–	﹤0.01%	479
2024 Q2	$39.2K	Sell	157 -56	-26%	-$13.5K	﹤0.01%	482
2024 Q1	$51.1K	Sell	213 -53	-20%	-$12.1K	﹤0.01%	414
2023 Q4	$58K	Buy	266 +109	+69%	+$22.3K	﹤0.01%	374
2023 Q3	$30.7K	Sell	157 -34	-18%	-$6.92K	﹤0.01%	373
2023 Q2	$38.7K	Hold	191	–	–	﹤0.01%	333
2023 Q1	$35.7K	Buy	191 +34	+22%	+$6.19K	﹤0.01%	323
2022 Q4	$27.3K	Hold	157	–	–	﹤0.01%	348
2022 Q3	$26K	Buy	157 +45	+40%	+$8.18K	﹤0.01%	323
2022 Q2	$19K	Buy	+112	New	+$21K	﹤0.01%	363
2019 Q3	–	Sell	-63	Closed	-$8K	–	779
2019 Q2	$8K	Hold	63	–	–	﹤0.01%	369
2019 Q1	$8K	Hold	63	–	–	﹤0.01%	377
2018 Q4	$7K	Hold	63	–	–	﹤0.01%	400
2018 Q3	$8K	Hold	63	–	–	﹤0.01%	395
2018 Q2	$8K	Hold	63	–	–	﹤0.01%	362
2018 Q1	$8K	Hold	63	–	–	0.01%	324
2017 Q4	$8K	Buy	+63	New	+$7.53K	0.01%	267

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

Sound Income Strategies's VV Position: Q2 2026 in Review

Sound Income Strategies reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q2 2026, selling an estimated $4.34K and leaving 649 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #446.

Sound Income Strategies first reported a position in VV in Q4 2017 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Sound Income Strategies held 649 shares of Vanguard Morningstar Large-Cap ETF worth $223K as of Q2 2026.
Sound Income Strategies sold 13 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.34K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #446 holding.
Sound Income Strategies first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 24 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.