Valley Forge Investment Consultants’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Valley Forge Investment Consultants’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 Q1	$1.08M	Buy	3,617 +10	+0.3%	+$3.13K	0.32%	29
2025 Q4	$1.14M	Buy	3,607 +20	+0.6%	+$6.25K	0.33%	28
2025 Q3	$1.1M	Buy	3,587 +10	+0.3%	+$2.96K	0.32%	29
2025 Q2	$1.02M	Hold	3,577	–	–	0.33%	31
2025 Q1	$919K	Buy	3,577 +13	+0.4%	+$3.52K	0.33%	28
2024 Q4	$961K	Buy	3,564 +22	+0.6%	+$5.96K	0.33%	30
2024 Q3	$933K	Buy	3,542 +12	+0.3%	+$3.04K	0.33%	30
2024 Q2	$881K	Hold	3,530	–	–	0.33%	27
2024 Q1	$846K	Buy	3,530 +12	+0.3%	+$2.75K	0.33%	26
2023 Q4	$768K	Sell	3,518 -1,313	-27%	-$268K	0.34%	29
2023 Q3	$945K	Buy	4,831 +18	+0.4%	+$3.67K	0.43%	27
2023 Q2	$976K	Buy	4,813 +18	+0.4%	+$3.45K	0.48%	22
2023 Q1	$896K	Buy	4,795 +18	+0.4%	+$3.28K	0.46%	25
2022 Q4	$832K	Buy	4,777 +23	+0.5%	+$4.04K	0.44%	25
2022 Q3	$778K	Buy	4,754 +20	+0.4%	+$3.64K	0.43%	30
2022 Q2	$816K	Buy	4,734 +19	+0.4%	+$3.57K	0.41%	29
2022 Q1	$983K	Buy	4,715 +14	+0.3%	+$2.88K	0.41%	29
2021 Q4	$1.04M	Buy	4,701 +16	+0.3%	+$3.43K	0.46%	28
2021 Q3	$941K	Buy	4,685 +1,691	+56%	+$349K	0.51%	28
2021 Q2	$601K	Buy	2,994 +9	+0.3%	+$1.76K	0.32%	38
2021 Q1	$553K	Buy	2,985 +10	+0.3%	+$1.81K	0.38%	38
2020 Q4	$523K	Buy	+2,975	New	+$494K	0.46%	39

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Valley Forge Investment Consultants's VV Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.28% in Q1 2026, buying an estimated $3.13K and bringing the position to 3,617 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #29.

Valley Forge Investment Consultants first reported a position in VV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Valley Forge Investment Consultants held 3,617 shares of Vanguard Morningstar Large-Cap ETF worth $1.08M as of Q1 2026.
Valley Forge Investment Consultants bought 10 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $3.13K.
Vanguard Morningstar Large-Cap ETF made up 0.32% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #29 holding.
Valley Forge Investment Consultants first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Valley Forge Investment Consultants's Vanguard Morningstar Large-Cap ETF position peaked at $1.14M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.