Three Bridge Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Three Bridge Wealth 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	$312K	Hold	907	–	–	0.08%	73
2026 Q1	$271K	Hold	907	–	–	0.07%	74
2025 Q4	$286K	Buy	+907	New	+$283K	0.08%	75
2025 Q3	–	Sell	-1,815	Closed	-$519K	–	125
2025 Q2	$519K	Hold	1,815	–	–	0.14%	64
2025 Q1	$467K	Hold	1,815	–	–	0.16%	61
2024 Q4	$490K	Hold	1,815	–	–	0.17%	59
2024 Q3	$479K	Hold	1,815	–	–	0.18%	59
2024 Q2	$455K	Hold	1,815	–	–	0.18%	61
2024 Q1	$435K	Hold	1,815	–	–	0.17%	66
2023 Q4	$396K	Hold	1,815	–	–	0.14%	67
2023 Q3	$355K	Hold	1,815	–	–	0.15%	66
2023 Q2	$368K	Hold	1,815	–	–	0.16%	67
2023 Q1	$339K	Hold	1,815	–	–	0.16%	65
2022 Q4	$316K	Hold	1,815	–	–	0.17%	62
2022 Q3	$297K	Hold	1,815	–	–	0.15%	68
2022 Q2	$313K	Hold	1,815	–	–	0.15%	68
2022 Q1	$378K	Buy	+1,815	New	+$373K	0.11%	66

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

Three Bridge Wealth Advisors's VV Position: Q2 2026 in Review

Three Bridge Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 907 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #73.

Three Bridge Wealth Advisors first reported a position in VV in Q1 2022 and has held it in 17 quarters since. The position peaked at $519K in Q2 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Three Bridge Wealth Advisors held 907 shares of Vanguard Morningstar Large-Cap ETF worth $312K as of Q2 2026.
Three Bridge Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Three Bridge Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Three Bridge Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $519K in Q2 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.