Acima Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Acima Private Wealth’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	$486K	Hold	1,380	–	–	0.14%	75
2026 Q2	$475K	Hold	1,380	–	–	0.14%	77
2026 Q1	$412K	Hold	1,380	–	–	0.13%	80
2025 Q4	$434K	Hold	1,380	–	–	0.13%	80
2025 Q3	$425K	Hold	1,380	–	–	0.13%	83
2025 Q2	$394K	Hold	1,380	–	–	0.13%	86
2025 Q1	$355K	Hold	1,380	–	–	0.13%	89
2024 Q4	$372K	Hold	1,380	–	–	0.13%	95
2024 Q3	$363K	Hold	1,380	–	–	0.12%	94
2024 Q2	$344K	Hold	1,380	–	–	0.13%	90
2024 Q1	$331K	Hold	1,380	–	–	0.12%	100
2023 Q4	$301K	Hold	1,380	–	–	0.12%	104
2023 Q3	$270K	Sell	1,380 -155	-10%	-$31.6K	0.12%	113
2023 Q2	$311K	Hold	1,535	–	–	0.15%	104
2023 Q1	$287K	Hold	1,535	–	–	0.14%	107
2022 Q4	$267K	Hold	1,535	–	–	0.14%	110
2022 Q3	$251K	Hold	1,535	–	–	0.13%	106
2022 Q2	$265K	Hold	1,535	–	–	0.13%	108
2022 Q1	$320K	Hold	1,535	–	–	0.15%	109
2021 Q4	$339K	Hold	1,535	–	–	0.15%	107
2021 Q3	$308K	Hold	1,535	–	–	0.14%	104
2021 Q2	$308K	Sell	1,535 -200	-12%	-$39K	0.14%	105
2021 Q1	$321K	Hold	1,735	–	–	0.16%	99
2020 Q4	$305K	Hold	1,735	–	–	0.16%	99
2020 Q3	$271K	Hold	1,735	–	–	0.16%	97
2020 Q2	$248K	Hold	1,735	–	–	0.16%	104
2020 Q1	$205K	Hold	1,735	–	–	0.16%	108
2019 Q4	$257K	Hold	1,735	–	–	0.18%	121
2019 Q3	$236K	Buy	1,735 +400	+30%	+$54.3K	0.18%	120
2019 Q2	$180K	Hold	1,335	–	–	0.14%	131
2019 Q1	$173K	Hold	1,335	–	–	0.15%	128
2018 Q4	$153K	Buy	+1,335	New	+$165K	0.15%	126

Other funds holding VV

HWA

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

FPN

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

JWS

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

AIM

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

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Acima Private Wealth's VV Position: Q3 2026 in Review

Acima Private Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,380 shares worth $486K. The position accounts for 0.14% of the portfolio, ranked #75.

Acima Private Wealth first reported a position in VV in Q4 2018 and has held it in 32 quarters since. 187 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Acima Private Wealth held 1,380 shares of Vanguard Morningstar Large-Cap ETF worth $486K as of Q3 2026.
Acima Private Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Acima Private Wealth's portfolio in Q3 2026, its #75 holding.
Acima Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 32 quarters since.
187 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.