Values Added Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Values Added Financial’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 Q3	$986K	Hold	2,801	–	–	0.35%	53
2026 Q2	$963K	Hold	2,801	–	–	0.35%	53
2026 Q1	$837K	Hold	2,801	–	–	0.35%	52
2025 Q4	$882K	Hold	2,801	–	–	0.37%	50
2025 Q3	$862K	Hold	2,801	–	–	0.38%	49
2025 Q2	$799K	Hold	2,801	–	–	0.39%	49
2025 Q1	$720K	Hold	2,801	–	–	0.4%	48
2024 Q4	$755K	Hold	2,801	–	–	0.44%	43
2024 Q3	$737K	Hold	2,801	–	–	0.47%	39
2024 Q2	$699K	Hold	2,801	–	–	0.5%	38
2024 Q1	$672K	Hold	2,801	–	–	0.52%	36
2023 Q4	$611K	Sell	2,801 -2,262	-45%	-$462K	0.5%	35
2023 Q3	$991K	Hold	5,063	–	–	0.9%	26
2023 Q2	$1.03M	Buy	+5,063	New	+$970K	0.96%	24

Other funds holding VV

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Hurlow Wealth Management Group Bloomington, Indiana $480M AUM 12.37% 1-Year Est. Return

Values Added Financial's VV Position: Q3 2026 in Review

Values Added Financial held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 2,801 shares worth $986K. The position accounts for 0.35% of the portfolio, ranked #53.

Values Added Financial first reported a position in VV in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2023. 644 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Values Added Financial held 2,801 shares of Vanguard Morningstar Large-Cap ETF worth $986K as of Q3 2026.
Values Added Financial left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.35% of Values Added Financial's portfolio in Q3 2026, its #53 holding.
Values Added Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 14 quarters since.
Values Added Financial's Vanguard Morningstar Large-Cap ETF position peaked at $1.03M in Q2 2023.
644 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.