Waters Parkerson & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Waters Parkerson & Co’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	$634K	Buy	1,844 +200	+12%	+$66.7K	0.03%	128
2026 Q1	$491K	Sell	1,644 -322	-16%	-$101K	0.03%	135
2025 Q4	$619K	Buy	1,966 +322	+20%	+$101K	0.03%	127
2025 Q3	$506K	Hold	1,644	–	–	0.02%	132
2025 Q2	$469K	Hold	1,644	–	–	0.02%	136
2025 Q1	$422K	Buy	1,644 +250	+18%	+$67.7K	0.02%	140
2024 Q4	$376K	Hold	1,394	–	–	0.02%	146
2024 Q3	$367K	Hold	1,394	–	–	0.02%	147
2024 Q2	$348K	Buy	1,394 +100	+8%	+$24K	0.02%	144
2024 Q1	$310K	Hold	1,294	–	–	0.02%	152
2023 Q4	$282K	Hold	1,294	–	–	0.02%	151
2023 Q3	$253K	Buy	1,294 +106	+9%	+$21.6K	0.02%	153
2023 Q2	$241K	Hold	1,188	–	–	0.01%	163
2023 Q1	$222K	Hold	1,188	–	–	0.01%	166
2022 Q4	$207K	Buy	+1,188	New	+$208K	0.01%	166
2022 Q3	–	Sell	-1,188	Closed	-$205K	–	170
2022 Q2	$205K	Hold	1,188	–	–	0.01%	163
2022 Q1	$248K	Buy	1,188 +100	+9%	+$20.5K	0.01%	163
2021 Q4	$240K	Hold	1,088	–	–	0.01%	163
2021 Q3	$219K	Hold	1,088	–	–	0.01%	169
2021 Q2	$218K	Hold	1,088	–	–	0.01%	168
2021 Q1	$202K	Buy	+1,088	New	+$197K	0.01%	170
2018 Q3	–	Sell	-1,945	Closed	-$243K	–	170
2018 Q2	$243K	Hold	1,945	–	–	0.02%	146
2018 Q1	$236K	Hold	1,945	–	–	0.02%	154
2017 Q4	$238K	Hold	1,945	–	–	0.02%	161
2017 Q3	$225K	Hold	1,945	–	–	0.02%	164
2017 Q2	$216K	Hold	1,945	–	–	0.02%	160
2017 Q1	$210K	Sell	1,945 -844	-30%	-$90K	0.02%	160
2016 Q4	$286K	Sell	2,789 -416	-13%	-$41.6K	0.03%	135
2016 Q3	$318K	Hold	3,205	–	–	0.03%	127
2016 Q2	$307K	Sell	3,205 -3,292	-51%	-$312K	0.03%	125
2016 Q1	$611K	Sell	6,497 -2,565	-28%	-$229K	0.07%	95
2015 Q4	$847K	Buy	+9,062	New	+$853K	0.1%	79

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Waters Parkerson & Co's VV Position: Q2 2026 in Review

Waters Parkerson & Co increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 12% in Q2 2026, buying an estimated $66.7K and bringing the position to 1,844 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #128.

Waters Parkerson & Co first reported a position in VV in Q4 2015 and has held it in 32 quarters since. The position peaked at $847K in Q4 2015. 945 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Waters Parkerson & Co held 1,844 shares of Vanguard Morningstar Large-Cap ETF worth $634K as of Q2 2026.
Waters Parkerson & Co bought 200 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $66.7K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Waters Parkerson & Co's portfolio in Q2 2026, its #128 holding.
Waters Parkerson & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2015 and has held it in 32 quarters since.
Waters Parkerson & Co's Vanguard Morningstar Large-Cap ETF position peaked at $847K in Q4 2015.
945 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.