Abacus Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Abacus Wealth Partners’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	$520K	Sell	1,511 -69	-4%	-$23K	0.05%	143
2026 Q1	$472K	Sell	1,580 -78	-5%	-$24.4K	0.04%	233
2025 Q4	$522K	Sell	1,658 -39	-2%	-$12.2K	0.05%	210
2025 Q3	$522K	Sell	1,697 -14	-0.8%	-$4.14K	0.08%	54
2025 Q2	$488K	Hold	1,711	–	–	0.07%	58
2025 Q1	$440K	Sell	1,711 -61	-3%	-$16.5K	0.07%	50
2024 Q4	$478K	Hold	1,772	–	–	0.07%	47
2024 Q3	$467K	Hold	1,772	–	–	0.07%	51
2024 Q2	$442K	Sell	1,772 -28	-2%	-$6.73K	0.07%	54
2024 Q1	$432K	Sell	1,800 -37	-2%	-$8.47K	0.07%	53
2023 Q4	$401K	Hold	1,837	–	–	0.07%	49
2023 Q3	$359K	Hold	1,837	–	–	0.11%	51
2023 Q2	$372K	Hold	1,837	–	–	0.11%	55
2023 Q1	$346K	Sell	1,837 -79	-4%	-$14.4K	0.11%	57
2022 Q4	$334K	Sell	1,916 -37	-2%	-$6.49K	0.12%	47
2022 Q3	$319K	Hold	1,953	–	–	0.17%	48
2022 Q2	$337K	Hold	1,953	–	–	0.17%	51
2022 Q1	$407K	Hold	1,953	–	–	0.18%	45
2021 Q4	$432K	Hold	1,953	–	–	0.15%	57
2021 Q3	$392K	Hold	1,953	–	–	0.14%	56
2021 Q2	$392K	Hold	1,953	–	–	0.15%	53
2021 Q1	$362K	Hold	1,953	–	–	0.26%	52
2020 Q4	$343K	Buy	+1,953	New	+$324K	0.3%	51

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Abacus Wealth Partners's VV Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.4% in Q2 2026, selling an estimated $23K and leaving 1,511 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #143.

Abacus Wealth Partners first reported a position in VV in Q4 2020 and has held it in 23 quarters since. The position peaked at $522K in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Abacus Wealth Partners held 1,511 shares of Vanguard Morningstar Large-Cap ETF worth $520K as of Q2 2026.
Abacus Wealth Partners sold 69 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $23K.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Abacus Wealth Partners's portfolio in Q2 2026, its #143 holding.
Abacus Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Abacus Wealth Partners's Vanguard Morningstar Large-Cap ETF position peaked at $522K in Q3 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.