Vision Financial Markets’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Vision Financial Markets’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	$5.5K	Buy	17 +1	+6%	+$334	﹤0.01%	285
2026 Q1	$4.77K	Hold	16	–	–	﹤0.01%	289
2025 Q4	$5.01K	Hold	16	–	–	0.01%	275
2025 Q3	$4.88K	Hold	16	–	–	﹤0.01%	299
2025 Q2	$4.51K	Hold	16	–	–	﹤0.01%	291
2025 Q1	$4.06K	Hold	16	–	–	﹤0.01%	279
2024 Q4	$4.24K	Buy	+16	New	+$4.33K	﹤0.01%	215

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

Vision Financial Markets's VV Position: Q2 2026 in Review

Vision Financial Markets increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.3% in Q2 2026, buying an estimated $334 and bringing the position to 17 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Vision Financial Markets first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Vision Financial Markets held 17 shares of Vanguard Morningstar Large-Cap ETF worth $5.5K as of Q2 2026.
Vision Financial Markets bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #285 holding.
Vision Financial Markets first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.