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

Able 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	$232K	Buy	+649	New	+$227K	0.05%	146

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

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

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

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

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Able Wealth Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 649 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #146 among its holdings.

474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Able Wealth Management held 649 shares of Vanguard Morningstar Large-Cap ETF worth $232K as of Q3 2026.
Vanguard Morningstar Large-Cap ETF was a new Able Wealth Management position in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #146 holding.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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