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

Apollon 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 		$851K Sell
2,474
-275
-10% -$91.7K 0.01% 795
2026
Q1 		$822K Buy
2,749
+32
+1% +$10K 0.01% 673
2025
Q4 		$855K Buy
2,717
+11
+0.4% +$3.44K 0.01% 640
2025
Q3 		$833K Buy
2,706
+254
+10% +$75.2K 0.01% 637
2025
Q2 		$700K Sell
2,452
-105
-4% -$27.7K 0.01% 671
2025
Q1 		$657K Sell
2,557
-671
-21% -$182K 0.01% 633
2024
Q4 		$871K Buy
3,228
+610
+23% +$165K 0.02% 558
2024
Q3 		$689K Sell
2,618
-128
-5% -$32.5K 0.02% 600
2024
Q2 		$686K Buy
2,746
+185
+7% +$44.4K 0.02% 573
2024
Q1 		$614K Buy
2,561
+233
+10% +$53.3K 0.02% 619
2023
Q4 		$508K Buy
2,328
+155
+7% +$31.7K 0.02% 645
2023
Q3 		$425K Buy
2,173
+99
+5% +$20.2K 0.02% 587
2023
Q2 		$420K Buy
2,074
+294
+17% +$56.4K 0.02% 650
2023
Q1 		$333K Sell
1,780
-192
-10% -$35K 0.02% 657
2022
Q4 		$344K Sell
1,972
-2,427
-55% -$426K 0.02% 625
2022
Q3 		$720K Buy
4,399
+148
+3% +$26.9K 0.06% 353
2022
Q2 		$733K Buy
4,251
+1,382
+48% +$259K 0.06% 336
2022
Q1 		$598K Buy
2,869
+103
+4% +$21.2K 0.04% 416
2021
Q4 		$611K Buy
2,766
+385
+16% +$82.6K 0.05% 412
2021
Q3 		$478K Buy
+2,381
New +$492K 0.07% 278

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

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

Apollon Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 10% in Q2 2026, selling an estimated $91.7K and leaving 2,474 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #795.

Apollon Wealth Management first reported a position in VV in Q3 2021 and has held it in 20 quarters since. The position peaked at $871K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Apollon Wealth Management held 2,474 shares of Vanguard Morningstar Large-Cap ETF worth $851K as of Q2 2026.
  • Apollon Wealth Management sold 275 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $91.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #795 holding.
  • Apollon Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Apollon Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $871K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.