West Branch Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

West Branch Capital’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	$3.1K	Hold	9	–	–	﹤0.01%	288
2026 Q1	$2.69K	Hold	9	–	–	﹤0.01%	300
2025 Q4	$2.83K	Hold	9	–	–	﹤0.01%	336
2025 Q3	$2.77K	Hold	9	–	–	﹤0.01%	354
2025 Q2	$2.57K	Hold	9	–	–	﹤0.01%	366
2025 Q1	$2.31K	Hold	9	–	–	﹤0.01%	391
2024 Q4	$2.43K	Hold	9	–	–	﹤0.01%	375
2024 Q3	$2.37K	Buy	+9	New	+$2.28K	﹤0.01%	371

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

West Branch Capital's VV Position: Q2 2026 in Review

West Branch Capital held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 9 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

West Branch Capital first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

West Branch Capital held 9 shares of Vanguard Morningstar Large-Cap ETF worth $3.1K as of Q2 2026.
West Branch Capital left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #288 holding.
West Branch Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.