Steigerwald Gordon & Koch’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Steigerwald Gordon & Koch’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	$40.7K	Hold	118	–	–	﹤0.01%	337
2026 Q1	$35.4K	Hold	118	–	–	﹤0.01%	349
2025 Q4	$37.3K	Hold	118	–	–	﹤0.01%	354
2025 Q3	$36.5K	Buy	+118	New	+$34.9K	﹤0.01%	351
2025 Q1	–	Sell	-2,486	Closed	-$671K	–	128
2024 Q4	$671K	Hold	2,486	–	–	0.08%	74
2024 Q3	$655K	Hold	2,486	–	–	0.07%	78
2024 Q2	$621K	Sell	2,486 -1	-0%	-$240	0.08%	76
2024 Q1	$596K	Hold	2,487	–	–	0.07%	77
2023 Q4	$542K	Hold	2,487	–	–	0.07%	80
2023 Q3	$487K	Hold	2,487	–	–	0.07%	78
2023 Q2	$504K	Hold	2,487	–	–	0.07%	75
2023 Q1	$465K	Hold	2,487	–	–	0.07%	81
2022 Q4	$433K	Hold	2,487	–	–	0.07%	80
2022 Q3	$407K	Sell	2,487 -50	-2%	-$9.09K	0.07%	78
2022 Q2	$437K	Hold	2,537	–	–	0.08%	81
2022 Q1	$529K	Sell	2,537 -325	-11%	-$66.8K	0.08%	77
2021 Q4	$632K	Buy	2,862 +10	+0.4%	+$2.14K	0.1%	73
2021 Q3	$573K	Buy	2,852 +9	+0.3%	+$1.86K	0.09%	73
2021 Q2	$571K	Buy	2,843 +9	+0.3%	+$1.76K	0.09%	74
2021 Q1	$525K	Buy	2,834 +9	+0.3%	+$1.63K	0.1%	73
2020 Q4	$496K	Buy	2,825 +22	+0.8%	+$3.65K	0.1%	72
2020 Q3	$438K	Buy	2,803 +12	+0.4%	+$1.85K	0.1%	70
2020 Q2	$399K	Buy	+2,791	New	+$377K	0.11%	68

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

Steigerwald Gordon & Koch's VV Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 118 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Steigerwald Gordon & Koch first reported a position in VV in Q2 2020 and has held it in 23 quarters since. The position peaked at $671K in Q4 2024. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Steigerwald Gordon & Koch held 118 shares of Vanguard Morningstar Large-Cap ETF worth $40.7K as of Q2 2026.
Steigerwald Gordon & Koch left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #337 holding.
Steigerwald Gordon & Koch first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 23 quarters since.
Steigerwald Gordon & Koch's Vanguard Morningstar Large-Cap ETF position peaked at $671K in Q4 2024.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.