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1900 Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

1900 Wealth 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 		$9.47M Sell
27,548
-209
-0.8% -$69.7K 0.53% 28
2026
Q1 		$8.3M Sell
27,757
-155
-0.6% -$48.5K 0.53% 28
2025
Q4 		$8.79M Sell
27,912
-146
-0.5% -$45.6K 0.56% 25
2025
Q3 		$8.64M Sell
28,058
-631
-2% -$187K 0.59% 23
2025
Q2 		$8.18M Sell
28,689
-1,327
-4% -$350K 0.62% 23
2025
Q1 		$7.71M Sell
30,016
-831
-3% -$225K 0.64% 24
2024
Q4 		$8.32M Sell
30,847
-68
-0.2% -$18.4K 0.7% 22
2024
Q3 		$8.14M Sell
30,915
-89
-0.3% -$22.6K 0.7% 25
2024
Q2 		$7.74M Buy
31,004
+552
+2% +$133K 0.72% 24
2024
Q1 		$7.3M Sell
30,452
-1,140
-4% -$261K 0.67% 33
2023
Q4 		$6.89M Sell
31,592
-11,441
-27% -$2.34M 0.63% 36
2023
Q3 		$8.42M Buy
43,033
+4,194
+11% +$854K 0.84% 27
2023
Q2 		$7.87M Buy
38,839
+7,348
+23% +$1.41M 0.81% 30
2023
Q1 		$5.84M Buy
31,491
+2,442
+8% +$445K 0.63% 43
2022
Q4 		$5.06M Buy
29,049
+1,130
+4% +$198K 0.55% 48
2022
Q3 		$4.57M Buy
27,919
+2,555
+10% +$464K 0.53% 50
2022
Q2 		$4.37M Buy
25,364
+6,752
+36% +$1.27M 0.48% 51
2022
Q1 		$3.88M Buy
18,612
+11,120
+148% +$2.28M 0.37% 51
2021
Q4 		$1.66M Buy
7,492
+789
+12% +$169K 0.15% 99
2021
Q3 		$1.35M Buy
6,703
+288
+4% +$59.5K 0.13% 105
2021
Q2 		$1.29M Buy
+6,415
New +$1.25M 0.12% 103

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

1900 Wealth Management's VV Position: Q2 2026 in Review

1900 Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.75% in Q2 2026, selling an estimated $69.7K and leaving 27,548 shares worth $9.47M. The position accounts for 0.53% of the portfolio, ranked #28.

1900 Wealth Management first reported a position in VV in Q2 2021 and has held it in 21 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • 1900 Wealth Management held 27,548 shares of Vanguard Morningstar Large-Cap ETF worth $9.47M as of Q2 2026.
  • 1900 Wealth Management sold 209 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $69.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.53% of 1900 Wealth Management's portfolio in Q2 2026, its #28 holding.
  • 1900 Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.