Accurate Wealth Management
VV icon

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

Accurate 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 		$226K Hold
629
– – 0.02% 543
2026
Q2 		$219K Buy
+629
New +$210K 0.02% 530

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

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

Accurate Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 629 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #543.

Accurate Wealth Management first reported a position in VV in Q2 2026 and has held it in 2 quarters since. 884 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Accurate Wealth Management held 629 shares of Vanguard Morningstar Large-Cap ETF worth $226K as of Q3 2026.
  • Accurate Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #543 holding.
  • Accurate Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 884 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.