Woodmont Investment Counsel’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Woodmont Investment Counsel’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	$223K	Buy	+647	New	+$216K	0.01%	273
2016 Q4	–	Sell	-486	Closed	-$48K	–	609
2016 Q3	$48K	Buy	+486	New	+$48.1K	0.01%	271
2016 Q2	–	Sell	-486	Closed	-$46K	–	449
2016 Q1	$46K	Hold	486	–	–	0.01%	270
2015 Q4	$45K	Hold	486	–	–	0.01%	277
2015 Q3	$43K	Hold	486	–	–	0.01%	276
2015 Q2	$46K	Buy	+486	New	+$47.1K	0.01%	264

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

Woodmont Investment Counsel's VV Position: Q2 2026 in Review

Woodmont Investment Counsel opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 647 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Woodmont Investment Counsel previously reported a position in VV as recently as Q3 2016.

Woodmont Investment Counsel first reported a position in VV in Q2 2015 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Woodmont Investment Counsel held 647 shares of Vanguard Morningstar Large-Cap ETF worth $223K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Woodmont Investment Counsel position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Woodmont Investment Counsel's portfolio in Q2 2026, its #273 holding.
Woodmont Investment Counsel first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2015 and has held it in 6 quarters since.
944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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