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

Atticus 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
Q3 		$3.9M Sell
11,087
-642
-5% -$225K 0.86% 18
2026
Q2 		$4.03M Sell
11,729
-45
-0.4% -$15K 0.96% 17
2026
Q1 		$3.52M Sell
11,774
-100
-0.8% -$31.3K 0.95% 18
2025
Q4 		$3.74M Sell
11,874
-42
-0.4% -$13.1K 0.92% 18
2025
Q3 		$3.67M Sell
11,916
-352
-3% -$104K 0.93% 19
2025
Q2 		$3.5M Sell
12,268
-95
-0.8% -$25K 0.95% 19
2025
Q1 		$3.18M Sell
12,363
-717
-5% -$194K 1.04% 20
2024
Q4 		$3.53M Sell
13,080
-568
-4% -$154K 1.1% 19
2024
Q3 		$3.59M Sell
13,648
-87
-0.6% -$22.1K 1.15% 17
2024
Q2 		$3.43M Sell
13,735
-37
-0.3% -$8.89K 1.12% 17
2024
Q1 		$3.3M Sell
13,772
-291
-2% -$66.6K 1.08% 17
2023
Q4 		$3.07M Sell
14,063
-2,084
-13% -$426K 1.08% 17
2023
Q3 		$3.16M Sell
16,147
-954
-6% -$194K 1.21% 16
2023
Q2 		$3.47M Sell
17,101
-144
-0.8% -$27.6K 1.28% 16
2023
Q1 		$3.22M Sell
17,245
-1,002
-5% -$182K 1.23% 16
2022
Q4 		$3.18M Buy
18,247
+38
+0.2% +$6.67K 1.31% 15
2022
Q3 		$3.14M Hold
18,209
– – 1.52% 14
2022
Q2 		$3.14M Buy
18,209
+13
+0.1% +$2.44K 1.3% 17
2022
Q1 		$3.79M Buy
18,196
+763
+4% +$157K 1.39% 18
2021
Q4 		$3.85M Buy
17,433
+902
+5% +$193K 1.5% 17
2021
Q3 		$3.32M Buy
16,531
+721
+5% +$149K 1.46% 16
2021
Q2 		$3.17M Buy
15,810
+220
+1% +$42.9K 1.38% 20
2021
Q1 		$2.89M Sell
15,590
-693
-4% -$126K 1.38% 21
2020
Q4 		$2.86M Buy
16,283
+595
+4% +$98.8K 1.44% 18
2020
Q3 		$2.45M Sell
15,688
-5,089
-24% -$785K 1.46% 19
2020
Q2 		$2.97M Buy
20,777
+678
+3% +$91.7K 1.96% 12
2020
Q1 		$2.38M Sell
20,099
-1,500
-7% -$211K 1.92% 15
2019
Q4 		$3.19M Buy
+21,599
New +$3.06M 2.04% 15

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Atticus Wealth Management's VV Position: Q3 2026 in Review

Atticus Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.5% in Q3 2026, selling an estimated $225K and leaving 11,087 shares worth $3.9M. The position accounts for 0.86% of the portfolio, ranked #18.

Atticus Wealth Management first reported a position in VV in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.03M in Q2 2026. 1,253 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Atticus Wealth Management held 11,087 shares of Vanguard Morningstar Large-Cap ETF worth $3.9M as of Q3 2026.
  • Atticus Wealth Management sold 642 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $225K.
  • Vanguard Morningstar Large-Cap ETF made up 0.86% of Atticus Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Atticus Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $4.03M in Q2 2026.
  • 1,253 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.