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

AAF 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	$271K	Hold	789	–	–	0.1%	47
2026 Q1	$236K	Hold	789	–	–	0.1%	49
2025 Q4	$248K	Buy	789 +1	+0.1%	+$312	0.1%	44
2025 Q3	$243K	Buy	788 +1	+0.1%	+$296	0.11%	40
2025 Q2	$225K	Hold	787	–	–	0.1%	44
2025 Q1	$202K	Hold	787	–	–	0.11%	46
2024 Q4	$212K	Sell	787 -34	-4%	-$9.21K	0.11%	44
2024 Q3	$216K	Sell	821 -20	-2%	-$5.07K	0.11%	42
2024 Q2	$210K	Sell	841 -12	-1%	-$2.88K	0.11%	41
2024 Q1	$205K	Buy	+853	New	+$195K	0.12%	39

Other funds holding VV

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AAF Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 789 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #47.

AAF Wealth Management first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 698 funds tracked by Wall St. Rank hold VV as of Q2 2026.

AAF Wealth Management held 789 shares of Vanguard Morningstar Large-Cap ETF worth $271K as of Q2 2026.
AAF Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.1% of AAF Wealth Management's portfolio in Q2 2026, its #47 holding.
AAF Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
698 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.