SFGLC
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Stonebridge Financial Group, LLC/CA’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$424K Buy
+1,234
New +$412K 0.06% 188

Other funds holding VV

Creative Planning
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NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 1,234 shares worth $424K. The stake represents 0.06% of the portfolio and ranks #188 among its holdings.

1,220 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 1,234 shares of Vanguard Morningstar Large-Cap ETF worth $424K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #188 holding.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.