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

Angeles 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	$1.55M	Buy	4,506 +4,391	+3,818%	+$1.46M	0.07%	115
2026 Q1	$34.4K	Buy	115 +28	+32%	+$8.76K	﹤0.01%	482
2025 Q4	$27.4K	Buy	87 +60	+222%	+$18.7K	﹤0.01%	432
2025 Q3	$8.31K	Hold	27	–	–	﹤0.01%	399
2025 Q2	$7.7K	Buy	+27	New	+$7.11K	﹤0.01%	415

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

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

Angeles Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 3,818% in Q2 2026, buying an estimated $1.46M and bringing the position to 4,506 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #115.

Angeles Wealth Management first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Angeles Wealth Management held 4,506 shares of Vanguard Morningstar Large-Cap ETF worth $1.55M as of Q2 2026.
Angeles Wealth Management bought 4,391 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.46M.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Angeles Wealth Management's portfolio in Q2 2026, its #115 holding.
Angeles Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.