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 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

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

Acima Private Wealth's VV Position: Q2 2026 in Review

Acima Private Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,380 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #77.

Acima Private Wealth first reported a position in VV in Q4 2018 and has held it in 31 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Acima Private Wealth held 1,380 shares of Vanguard Morningstar Large-Cap ETF worth $475K as of Q2 2026.
Acima Private Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Acima Private Wealth's portfolio in Q2 2026, its #77 holding.
Acima Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.