Allodium Investment Consultants’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Allodium Investment Consultants’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	$368K	Buy	1,071 +3	+0.3%	+$1K	0.16%	46
2026 Q1	$319K	Sell	1,068 -126	-11%	-$39.4K	0.15%	44
2025 Q4	$376K	Sell	1,194 -282	-19%	-$88.1K	0.19%	40
2025 Q3	$454K	Buy	1,476 +4	+0.3%	+$1.18K	0.26%	37
2025 Q2	$420K	Hold	1,472	–	–	0.27%	36
2025 Q1	$378K	Sell	1,472 -17	-1%	-$4.61K	0.28%	35
2024 Q4	$401K	Buy	+1,489	New	+$403K	0.34%	35

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Allodium Investment Consultants's VV Position: Q2 2026 in Review

Allodium Investment Consultants increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.28% in Q2 2026, buying an estimated $1K and bringing the position to 1,071 shares worth $368K. The position accounts for 0.16% of the portfolio, ranked #46.

Allodium Investment Consultants first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $454K in Q3 2025. 1,084 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Allodium Investment Consultants held 1,071 shares of Vanguard Morningstar Large-Cap ETF worth $368K as of Q2 2026.
Allodium Investment Consultants bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Allodium Investment Consultants's portfolio in Q2 2026, its #46 holding.
Allodium Investment Consultants first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Allodium Investment Consultants's Vanguard Morningstar Large-Cap ETF position peaked at $454K in Q3 2025.
1,084 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.