Atlantic Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Atlantic Private Wealth’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	$22K	Hold	64	–	–	0.01%	165
2026 Q1	$19.1K	Hold	64	–	–	0.01%	179
2025 Q4	$20.1K	Hold	64	–	–	0.01%	172
2025 Q3	$19.7K	Hold	64	–	–	0.01%	157
2025 Q2	$18.3K	Hold	64	–	–	0.01%	158
2025 Q1	$16.4K	Hold	64	–	–	0.01%	165
2024 Q4	$17.3K	Hold	64	–	–	0.01%	148
2024 Q3	$16.9K	Hold	64	–	–	0.01%	145
2024 Q2	$16K	Hold	64	–	–	0.01%	79
2024 Q1	$15.3K	Hold	64	–	–	0.01%	81
2023 Q4	$14K	Hold	64	–	–	0.01%	81
2023 Q3	$12.5K	Hold	64	–	–	0.01%	79
2023 Q2	$13K	Hold	64	–	–	0.01%	78
2023 Q1	$12K	Buy	+64	New	+$11.7K	0.01%	72

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

Atlantic Private Wealth's VV Position: Q2 2026 in Review

Atlantic Private Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 64 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #165.

Atlantic Private Wealth first reported a position in VV in Q1 2023 and has held it in 14 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Atlantic Private Wealth held 64 shares of Vanguard Morningstar Large-Cap ETF worth $22K as of Q2 2026.
Atlantic Private Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #165 holding.
Atlantic Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.