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

AE 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
Q2 		$6.86M Buy
19,934
+9,205
+86% +$3.07M 0.03% 365
2026
Q1 		$3.21M Buy
10,729
+2,161
+25% +$676K 0.02% 514
2025
Q4 		$2.7M Buy
8,568
+4,478
+109% +$1.4M 0.02% 525
2025
Q3 		$1.26M Buy
4,090
+835
+26% +$247K 0.01% 695
2025
Q2 		$929K Sell
3,255
-208
-6% -$54.8K 0.01% 746
2025
Q1 		$890K Buy
3,463
+80
+2% +$21.7K 0.01% 738
2024
Q4 		$912K Sell
3,383
-8,158
-71% -$2.21M 0.01% 724
2024
Q3 		$3.04M Buy
11,541
+8,190
+244% +$2.08M 0.03% 433
2024
Q2 		$837K Buy
3,351
+319
+11% +$76.6K 0.01% 747
2024
Q1 		$727K Sell
3,032
-106,608
-97% -$24.4M 0.01% 728
2023
Q4 		$24.5M Sell
109,640
-6,136
-5% -$1.25M 0.13% 185
2023
Q3 		$22.7M Sell
115,776
-2,745
-2% -$559K 0.14% 172
2023
Q2 		$24M Buy
118,521
+98,426
+490% +$18.9M 0.14% 163
2023
Q1 		$3.75M Buy
20,095
+6,537
+48% +$1.19M 0.02% 585
2022
Q4 		$2.36M Buy
13,558
+6,117
+82% +$1.07M 0.02% 685
2022
Q3 		$1.22M Sell
7,441
-1,774
-19% -$323K 0.01% 876
2022
Q2 		$1.59M Buy
9,215
+2,281
+33% +$428K 0.01% 741
2022
Q1 		$1.45M Buy
6,934
+2,866
+70% +$589K 0.01% 798
2021
Q4 		$899K Sell
4,068
-4,627
-53% -$992K 0.01% 970
2021
Q3 		$1.75M Buy
8,695
+4,383
+102% +$906K 0.01% 686
2021
Q2 		$866K Sell
4,312
-166
-4% -$32.4K 0.01% 893
2021
Q1 		$830K Buy
4,478
+800
+22% +$145K 0.01% 837
2020
Q4 		$646K Buy
3,678
+149
+4% +$24.8K 0.01% 871
2020
Q3 		$552K Buy
3,529
+95
+3% +$14.6K 0.01% 852
2020
Q2 		$491K Sell
3,434
-1,115
-25% -$151K 0.01% 888
2020
Q1 		$539K Buy
4,549
+1,682
+59% +$236K 0.01% 656
2019
Q4 		$424K Buy
+2,867
New +$406K 0.01% 788

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AE Wealth Management's VV Position: Q2 2026 in Review

AE Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 86% in Q2 2026, buying an estimated $3.07M and bringing the position to 19,934 shares worth $6.86M. The position accounts for 0.03% of the portfolio, ranked #365.

AE Wealth Management first reported a position in VV in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.5M in Q4 2023. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • AE Wealth Management held 19,934 shares of Vanguard Morningstar Large-Cap ETF worth $6.86M as of Q2 2026.
  • AE Wealth Management bought 9,205 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.07M.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #365 holding.
  • AE Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • AE Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $24.5M in Q4 2023.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.