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

Asempa 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	$2.04M	Buy	5,921 +18	+0.3%	+$6K	1.52%	14
2026 Q1	$1.78M	Sell	5,903 -314	-5%	-$98.2K	1.55%	16
2025 Q4	$1.96M	Buy	+6,217	New	+$1.94M	1.69%	14

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

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

Asempa Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.3% in Q2 2026, buying an estimated $6K and bringing the position to 5,921 shares worth $2.04M. The position accounts for 1.52% of the portfolio, ranked #14.

Asempa Wealth Advisors first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Asempa Wealth Advisors held 5,921 shares of Vanguard Morningstar Large-Cap ETF worth $2.04M as of Q2 2026.
Asempa Wealth Advisors bought 18 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $6K.
Vanguard Morningstar Large-Cap ETF made up 1.52% of Asempa Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Asempa Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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