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

Archvest 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	$483K	Buy	1,406 +4	+0.3%	+$1.33K	0.28%	43
2026 Q1	$419K	Buy	1,402 +3	+0.2%	+$939	0.27%	45
2025 Q4	$440K	Sell	1,399 -29	-2%	-$9.06K	0.28%	40
2025 Q3	$440K	Buy	1,428 +3	+0.2%	+$888	0.39%	41
2025 Q2	$406K	Hold	1,425	–	–	0.35%	44
2025 Q1	$366K	Sell	1,425 -21	-1%	-$5.69K	0.3%	48
2024 Q4	$390K	Buy	1,446 +7	+0.5%	+$1.9K	0.28%	46
2024 Q3	$379K	Buy	1,439 +35	+2%	+$8.88K	0.24%	46
2024 Q2	$351K	Hold	1,404	–	–	0.23%	46
2024 Q1	$336K	Buy	1,404 +64	+5%	+$14.6K	0.24%	46
2023 Q4	$292K	Buy	1,340 +74	+6%	+$15.1K	0.22%	45
2023 Q3	$248K	Buy	1,266 +4	+0.3%	+$815	0.2%	43
2023 Q2	$256K	Buy	1,262 +5	+0.4%	+$958	0.21%	42
2023 Q1	$235K	Sell	1,257 -15,653	-93%	-$2.85M	0.21%	43
2022 Q4	$1.39M	Buy	16,910 +15,662	+1,255%	+$2.75M	1.38%	16
2022 Q3	$204K	Buy	1,248 +5	+0.4%	+$909	0.21%	42
2022 Q2	$214K	Buy	1,243 +4	+0.3%	+$751	0.21%	36
2022 Q1	$258K	Buy	1,239 +3	+0.2%	+$616	0.23%	38
2021 Q4	$273K	Buy	+1,236	New	+$265K	0.24%	41

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

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

Archvest Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.29% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,406 shares worth $483K. The position accounts for 0.28% of the portfolio, ranked #43.

Archvest Wealth Advisors first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2022. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Archvest Wealth Advisors held 1,406 shares of Vanguard Morningstar Large-Cap ETF worth $483K as of Q2 2026.
Archvest Wealth Advisors bought 4 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.33K.
Vanguard Morningstar Large-Cap ETF made up 0.28% of Archvest Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Archvest Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Archvest Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.39M in Q4 2022.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.