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

Arkadios 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	$2.09M	Buy	6,085 +244	+4%	+$81.4K	0.03%	518
2026 Q1	$1.75M	Buy	5,841 +27	+0.5%	+$8.45K	0.03%	566
2025 Q4	$1.83M	Buy	5,814 +1,059	+22%	+$331K	0.04%	475
2025 Q3	$1.46M	Buy	4,755 +263	+6%	+$77.9K	0.04%	501
2025 Q2	$1.28M	Buy	4,492 +742	+20%	+$196K	0.04%	477
2025 Q1	$964K	Buy	3,750 +2,739	+271%	+$742K	0.04%	471
2024 Q4	$273K	Hold	1,011	–	–	0.01%	752
2024 Q3	$266K	Buy	1,011 +13	+1%	+$3.3K	0.02%	756
2024 Q2	$249K	Buy	+998	New	+$240K	0.02%	695

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

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

Arkadios Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.2% in Q2 2026, buying an estimated $81.4K and bringing the position to 6,085 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #518.

Arkadios Wealth Advisors first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Arkadios Wealth Advisors held 6,085 shares of Vanguard Morningstar Large-Cap ETF worth $2.09M as of Q2 2026.
Arkadios Wealth Advisors bought 244 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $81.4K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #518 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.