Addis & Hill’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Addis & Hill’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	$64.4M	Hold	187,371	–	–	35.51%	1
2026 Q2	$64.4M	Sell	187,371 -23,864	-11%	-$7.96M	35.51%	1
2026 Q1	$63.1M	Buy	211,235 +3,533	+2%	+$1.11M	38.39%	1
2025 Q4	$65.4M	Sell	207,702 -950	-0.5%	-$297K	39.61%	1
2025 Q3	$64.5M	Buy	208,652 +2,473	+1%	+$732K	39.32%	1
2025 Q2	$58.8M	Sell	206,179 -392	-0.2%	-$103K	38.41%	1
2025 Q1	$53.1M	Buy	206,571 +12,999	+7%	+$3.52M	37.07%	1
2024 Q4	$52.2M	Buy	193,572 +16,893	+10%	+$4.58M	38.59%	1
2024 Q3	$46.5M	Sell	176,679 -928	-0.5%	-$235K	35.63%	1
2024 Q2	$44.8M	Buy	177,607 +872	+0.5%	+$209K	37.33%	1
2024 Q1	$42.1M	Sell	176,735 -2,224	-1%	-$509K	35.95%	1
2023 Q4	$42.3M	Buy	+178,959	New	+$36.6M	37.57%	1

Other funds holding VV

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

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

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

Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Addis & Hill's VV Position: Q3 2026 in Review

Addis & Hill held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 187,371 shares worth $64.4M. The position accounts for 35.51% of the portfolio, ranked #1.

Addis & Hill first reported a position in VV in Q4 2023 and has held it in 12 quarters since. The position peaked at $65.4M in Q4 2025. 339 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Addis & Hill held 187,371 shares of Vanguard Morningstar Large-Cap ETF worth $64.4M as of Q3 2026.
Addis & Hill left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 35.51% of Addis & Hill's portfolio in Q3 2026, its #1 holding.
Addis & Hill first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Addis & Hill's Vanguard Morningstar Large-Cap ETF position peaked at $65.4M in Q4 2025.
339 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Addis & Hill's 13F filing for Q3 2026, filed 19 Oct 2026.