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Arbor Wealth Management (Arizona)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Arbor Wealth Management (Arizona)’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 		$34.3M Buy
+99,704
New +$33.3M 30.47% 1

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

Arbor Wealth Management (Arizona)'s VV Position: Q2 2026 in Review

Arbor Wealth Management (Arizona) opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 99,704 shares worth $34.3M. The stake represents 30.47% of the portfolio and ranks #1 among its holdings.

1,345 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Arbor Wealth Management (Arizona) held 99,704 shares of Vanguard Morningstar Large-Cap ETF worth $34.3M as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Arbor Wealth Management (Arizona) position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 30.47% of Arbor Wealth Management (Arizona)'s portfolio in Q2 2026, its #1 holding.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Arbor Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 12 Aug 2026.