AWA
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Aletheian Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Aletheian Wealth Advisors’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 		$609K Hold
1,771
– – 0.26% 58
2026
Q1 		$529K Buy
+1,771
New +$554K 0.26% 55
2025
Q3 		$545K Hold
1,771
– – 0.25% 55
2025
Q2 		$505K Hold
1,771
– – 0.25% 57
2025
Q1 		$455K Hold
1,771
– – 0.26% 60
2024
Q4 		$478K Hold
1,771
– – 0.28% 53
2024
Q3 		$466K Hold
1,771
– – 0.27% 54
2024
Q2 		$442K Hold
1,771
– – 0.23% 66
2024
Q1 		$425K Hold
1,771
– – 0.23% 66
2023
Q4 		$386K Hold
1,771
– – 0.26% 66
2023
Q3 		$347K Hold
1,771
– – 0.27% 66
2023
Q2 		$359K Hold
1,771
– – 0.25% 67
2023
Q1 		$331K Hold
1,771
– – 0.29% 50
2022
Q4 		$309K Hold
1,771
– – 0.27% 66
2022
Q3 		$290K Hold
1,771
– – 0.33% 44
2022
Q2 		$305K Sell
1,771
-297
-14% -$55.7K 0.31% 44
2022
Q1 		$431K Sell
2,068
-4,306
-68% -$884K 0.41% 42
2021
Q4 		$1.41M Buy
+6,374
New +$1.37M 1.38% 16

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aletheian Wealth Advisors's VV Position: Q2 2026 in Review

Aletheian Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,771 shares worth $609K. The position accounts for 0.26% of the portfolio, ranked #58.

Aletheian Wealth Advisors first reported a position in VV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.41M in Q4 2021. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Aletheian Wealth Advisors held 1,771 shares of Vanguard Morningstar Large-Cap ETF worth $609K as of Q2 2026.
  • Aletheian Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.26% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Aletheian Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.41M in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.