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Three Bearings Fiduciary Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Three Bearings Fiduciary 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 		$829K Hold
2,411
– – 0.74% 29
2026
Q1 		$721K Hold
2,411
– – 0.7% 31
2025
Q4 		$768K Buy
+2,411
New +$753K 0.72% 32

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Three Bearings Fiduciary Advisors's VV Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,411 shares worth $829K. The position accounts for 0.74% of the portfolio, ranked #29.

Three Bearings Fiduciary Advisors first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 2,411 shares of Vanguard Morningstar Large-Cap ETF worth $829K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.74% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #29 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.