William Howard & Co Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

William Howard & Co Financial Advisors’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	$363K	Buy	1,057 +3	+0.3%	+$1K	0.28%	40
2026 Q1	$315K	Buy	1,054 +335	+47%	+$105K	0.27%	39
2025 Q4	$226K	Buy	719 +4	+0.6%	+$1.25K	0.19%	52
2025 Q3	$220K	Buy	715 +2	+0.3%	+$592	0.19%	53
2025 Q2	$203K	Buy	+713	New	+$188K	0.18%	55

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

William Howard & Co Financial Advisors's VV Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.28% in Q2 2026, buying an estimated $1K and bringing the position to 1,057 shares worth $363K. The position accounts for 0.28% of the portfolio, ranked #40.

William Howard & Co Financial Advisors first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

William Howard & Co Financial Advisors held 1,057 shares of Vanguard Morningstar Large-Cap ETF worth $363K as of Q2 2026.
William Howard & Co Financial Advisors bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.28% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #40 holding.
William Howard & Co Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.