Westside Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Westside Investment Management’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	$37.1K	Sell	108 -20	-16%	-$6.67K	﹤0.01%	698
2026 Q1	$38.3K	Sell	128 -15	-10%	-$4.69K	0.01%	652
2025 Q4	$45K	Hold	143	–	–	0.01%	573
2025 Q3	$44K	Hold	143	–	–	0.01%	584
2025 Q2	$40.8K	Hold	143	–	–	0.01%	490
2025 Q1	$36.8K	Hold	143	–	–	0.01%	455
2024 Q4	$38.6K	Hold	143	–	–	0.01%	443
2024 Q3	$37.7K	Hold	143	–	–	0.01%	444
2024 Q2	$35.7K	Hold	143	–	–	0.01%	439
2024 Q1	$34.3K	Buy	143 +25	+21%	+$5.72K	0.01%	437
2023 Q4	$25.7K	Buy	118 +33	+39%	+$6.75K	0.01%	462
2023 Q3	$16.6K	Hold	85	–	–	﹤0.01%	507
2023 Q2	$17.2K	Hold	85	–	–	﹤0.01%	506
2023 Q1	$15.9K	Hold	85	–	–	﹤0.01%	517
2022 Q4	$14	Hold	85	–	–	﹤0.01%	572
2022 Q3	$13	Sell	85 -59	-41%	-$10.7K	﹤0.01%	566
2022 Q2	$24	Hold	144	–	–	﹤0.01%	491
2022 Q1	$30	Hold	144	–	–	﹤0.01%	473
2021 Q4	$31	Hold	144	–	–	﹤0.01%	448
2021 Q3	$28	Hold	144	–	–	﹤0.01%	448
2021 Q2	$28	Hold	144	–	–	﹤0.01%	436
2021 Q1	$26	Hold	144	–	–	﹤0.01%	436
2020 Q4	$25	Hold	144	–	–	﹤0.01%	406
2020 Q3	$22	Hold	144	–	–	﹤0.01%	416
2020 Q2	$20	Buy	+144	New	+$19.5K	﹤0.01%	404

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

Westside Investment Management's VV Position: Q2 2026 in Review

Westside Investment Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, selling an estimated $6.67K and leaving 108 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Westside Investment Management first reported a position in VV in Q2 2020 and has held it in 25 quarters since. The position peaked at $45K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Westside Investment Management held 108 shares of Vanguard Morningstar Large-Cap ETF worth $37.1K as of Q2 2026.
Westside Investment Management sold 20 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $6.67K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #698 holding.
Westside Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Westside Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $45K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.