Strategic Investment Solutions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Strategic Investment Solutions’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	$196K	Buy	570 +2	+0.4%	+$667	0.04%	153
2026 Q1	$170K	Buy	568 +2	+0.4%	+$626	0.04%	162
2025 Q4	$178K	Sell	566 -97	-15%	-$30.3K	0.04%	143
2025 Q3	$204K	Buy	663 +2	+0.3%	+$592	0.05%	131
2025 Q2	$189K	Buy	661 +46	+7%	+$12.1K	0.06%	126
2025 Q1	$158K	Buy	615 +8	+1%	+$2.17K	0.05%	119
2024 Q4	$151K	Sell	607 -60	-9%	-$16.3K	0.05%	113
2024 Q3	$176K	Buy	667 +57	+9%	+$14.5K	0.05%	101
2024 Q2	$154K	Buy	+610	New	+$147K	0.05%	107
2023 Q4	$131K	Sell	602 -19,142	-97%	-$3.91M	0.02%	269
2023 Q3	$4.02M	Buy	19,744 +19,512	+8,410%	+$3.97M	0.05%	166
2023 Q2	$47K	Sell	232 -184	-44%	-$35.3K	0.01%	315
2023 Q1	$77.8K	Buy	+416	New	+$75.7K	0.02%	290

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

Strategic Investment Solutions's VV Position: Q2 2026 in Review

Strategic Investment Solutions increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.35% in Q2 2026, buying an estimated $667 and bringing the position to 570 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #153.

Strategic Investment Solutions first reported a position in VV in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.02M in Q3 2023. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Strategic Investment Solutions held 570 shares of Vanguard Morningstar Large-Cap ETF worth $196K as of Q2 2026.
Strategic Investment Solutions bought 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #153 holding.
Strategic Investment Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Vanguard Morningstar Large-Cap ETF position peaked at $4.02M in Q3 2023.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.