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

Sound Stewardship’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 		$210K Hold
597
– – 0.09% 74
2026
Q2 		$205K Buy
+597
New +$199K 0.08% 72

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Sound Stewardship's VV Position: Q3 2026 in Review

Sound Stewardship held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 597 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #74.

Sound Stewardship first reported a position in VV in Q2 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Sound Stewardship held 597 shares of Vanguard Morningstar Large-Cap ETF worth $210K as of Q3 2026.
  • Sound Stewardship left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Sound Stewardship's portfolio in Q3 2026, its #74 holding.
  • Sound Stewardship first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.