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

Arista 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	$876K	Hold	2,546	–	–	0.09%	117
2026 Q1	$761K	Hold	2,546	–	–	0.09%	123
2025 Q4	$801K	Hold	2,546	–	–	0.1%	106
2025 Q3	$784K	Hold	2,546	–	–	0.1%	111
2025 Q2	$726K	Buy	+2,546	New	+$671K	0.1%	113

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

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

Arista Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,546 shares worth $876K. The position accounts for 0.09% of the portfolio, ranked #117.

Arista 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.

Arista Wealth Management held 2,546 shares of Vanguard Morningstar Large-Cap ETF worth $876K as of Q2 2026.
Arista Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Arista Wealth Management's portfolio in Q2 2026, its #117 holding.
Arista 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 Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.