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

White Lighthouse 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	$612K	Sell	1,779 -5	-0.3%	-$1.67K	0.08%	100
2026 Q1	$533K	Buy	1,784 +1	+0.1%	+$313	0.07%	101
2025 Q4	$561K	Buy	1,783 +25	+1%	+$7.81K	0.08%	97
2025 Q3	$541K	Hold	1,758	–	–	0.08%	93
2025 Q2	$502K	Sell	1,758 -197	-10%	-$51.9K	0.08%	94
2025 Q1	$507K	Hold	1,955	–	–	0.09%	88
2024 Q4	$527K	Sell	1,955 -103	-5%	-$27.9K	0.09%	88
2024 Q3	$542K	Buy	2,058 +92	+5%	+$23.3K	0.1%	81
2024 Q2	$491K	Sell	1,966 -367	-16%	-$88.2K	0.09%	84
2024 Q1	$559K	Hold	2,333	–	–	0.11%	80
2023 Q4	$509K	Hold	2,333	–	–	0.11%	82
2023 Q3	$457K	Hold	2,333	–	–	0.11%	83
2023 Q2	$473K	Hold	2,333	–	–	0.11%	82
2023 Q1	$436K	Buy	2,333 +34	+1%	+$6.19K	0.11%	83
2022 Q4	$400K	Sell	2,299 -80	-3%	-$14K	0.11%	86
2022 Q3	$389K	Sell	2,379 -40	-2%	-$7.27K	0.11%	82
2022 Q2	$417K	Sell	2,419 -137	-5%	-$25.7K	0.12%	81
2022 Q1	$533K	Buy	+2,556	New	+$525K	0.14%	75

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

White Lighthouse Investment Management's VV Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.28% in Q2 2026, selling an estimated $1.67K and leaving 1,779 shares worth $612K. The position accounts for 0.08% of the portfolio, ranked #100.

White Lighthouse Investment Management first reported a position in VV in Q1 2022 and has held it in 18 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

White Lighthouse Investment Management held 1,779 shares of Vanguard Morningstar Large-Cap ETF worth $612K as of Q2 2026.
White Lighthouse Investment Management sold 5 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.67K.
Vanguard Morningstar Large-Cap ETF made up 0.08% of White Lighthouse Investment Management's portfolio in Q2 2026, its #100 holding.
White Lighthouse Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.