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 Q3	$278K	Hold	789	–	–	0.1%	46
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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Hurlow Wealth Management Group Bloomington, Indiana $480M AUM 12.37% 1-Year Est. Return

AAF Wealth Management's VV Position: Q3 2026 in Review

AAF Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 789 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #46.

AAF Wealth Management first reported a position in VV in Q1 2024 and has held it in 11 quarters since. 655 funds tracked by Wall St. Rank hold VV as of Q3 2026.

AAF Wealth Management held 789 shares of Vanguard Morningstar Large-Cap ETF worth $278K as of Q3 2026.
AAF Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.1% of AAF Wealth Management's portfolio in Q3 2026, its #46 holding.
AAF Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 11 quarters since.
655 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.