Abound Wealth Management
VV icon

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

Abound 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 		$31.1M Buy
88,369
+829
+0.9% +$290K 5.79% 5
2026
Q2 		$30.1M Buy
87,540
+2,443
+3% +$815K 5.98% 5
2026
Q1 		$25.4M Buy
85,097
+5,647
+7% +$1.77M 5.78% 5
2025
Q4 		$25M Buy
79,450
+608
+0.8% +$190K 5.86% 5
2025
Q3 		$24.3M Buy
78,842
+327
+0.4% +$96.8K 6.08% 5
2025
Q2 		$22.4M Buy
78,515
+64,854
+475% +$17.1M 6.33% 5
2025
Q1 		$3.51M Buy
13,661
+12
+0.1% +$3.25K 1.17% 16
2024
Q4 		$3.68M Buy
13,649
+40
+0.3% +$10.8K 1.18% 15
2024
Q3 		$3.58M Sell
13,609
-870
-6% -$221K 1.19% 15
2024
Q2 		$3.61M Sell
14,479
-19
-0.1% -$4.56K 1.33% 13
2024
Q1 		$3.48M Sell
14,498
-30
-0.2% -$6.86K 1.32% 14
2023
Q4 		$3.17M Sell
14,528
-140
-1% -$28.6K 1.27% 15
2023
Q3 		$2.87M Buy
14,668
+29
+0.2% +$5.91K 1.22% 16
2023
Q2 		$2.97M Sell
14,639
-8
-0.1% -$1.53K 1.24% 16
2023
Q1 		$2.74M Sell
14,647
-65
-0.4% -$11.8K 1.23% 16
2022
Q4 		$2.56M Sell
14,712
-832
-5% -$146K 1.25% 15
2022
Q3 		$2.54M Buy
15,544
+55
+0.4% +$10K 1.37% 16
2022
Q2 		$2.67M Buy
15,489
+50
+0.3% +$9.38K 1.49% 15
2022
Q1 		$3.22M Buy
15,439
+40
+0.3% +$8.22K 2.32% 11
2021
Q4 		$3.4M Buy
+15,399
New +$3.3M 2.67% 10

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

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

Abound Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.95% in Q3 2026, buying an estimated $290K and bringing the position to 88,369 shares worth $31.1M. The position accounts for 5.79% of the portfolio, ranked #5.

Abound Wealth Management first reported a position in VV in Q4 2021 and has held it in 20 quarters since. 837 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Abound Wealth Management held 88,369 shares of Vanguard Morningstar Large-Cap ETF worth $31.1M as of Q3 2026.
  • Abound Wealth Management bought 829 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $290K.
  • Vanguard Morningstar Large-Cap ETF made up 5.79% of Abound Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Abound Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • 837 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.