ZF
VV icon

Zhang Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Zhang Financial’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 		$4.19M Buy
12,192
+98
+0.8% +$32.7K 0.12% 89
2026
Q1 		$3.61M Buy
12,094
+5
+0% +$1.56K 0.13% 86
2025
Q4 		$3.81M Buy
12,089
+8
+0.1% +$2.5K 0.14% 85
2025
Q3 		$3.72M Buy
12,081
+5
+0% +$1.48K 0.15% 77
2025
Q2 		$3.45M Buy
12,076
+8,989
+291% +$2.37M 0.16% 78
2025
Q1 		$793K Hold
3,087
– – 0.04% 181
2024
Q4 		$833K Hold
3,087
– – 0.05% 169
2024
Q3 		$813K Hold
3,087
– – 0.05% 165
2024
Q2 		$771K Sell
3,087
-48
-2% -$11.5K 0.05% 157
2024
Q1 		$752K Hold
3,135
– – 0.06% 164
2023
Q4 		$684K Hold
3,135
– – 0.06% 156
2023
Q3 		$613K Sell
3,135
-983
-24% -$200K 0.06% 145
2023
Q2 		$835K Hold
4,118
– – 0.09% 130
2023
Q1 		$769K Buy
4,118
+798
+24% +$145K 0.09% 124
2022
Q4 		$578K Sell
3,320
-847
-20% -$149K 0.07% 136
2022
Q3 		$682K Buy
4,167
+312
+8% +$56.7K 0.1% 108
2022
Q2 		$664K Buy
3,855
+1,044
+37% +$196K 0.11% 108
2022
Q1 		$586K Buy
2,811
+136
+5% +$27.9K 0.1% 122
2021
Q4 		$591K Hold
2,675
– – 0.1% 105
2021
Q3 		$537K Hold
2,675
– – 0.12% 86
2021
Q2 		$537K Buy
2,675
+541
+25% +$106K 0.13% 75
2021
Q1 		$395K Buy
+2,134
New +$387K 0.11% 84
2020
Q3 		– Sell
-3,111
Closed -$459K – 101
2020
Q2 		$459K Hold
3,111
– – 0.18% 56
2020
Q1 		$397K Buy
+3,111
New +$437K 0.18% 56

Other funds holding VV

W
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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial's VV Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.81% in Q2 2026, buying an estimated $32.7K and bringing the position to 12,192 shares worth $4.19M. The position accounts for 0.12% of the portfolio, ranked #89.

Zhang Financial first reported a position in VV in Q1 2020 and has held it in 24 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Zhang Financial held 12,192 shares of Vanguard Morningstar Large-Cap ETF worth $4.19M as of Q2 2026.
  • Zhang Financial bought 98 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.12% of Zhang Financial's portfolio in Q2 2026, its #89 holding.
  • Zhang Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.