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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
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 $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Atticus Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.38% in Q2 2026, selling an estimated $15K and leaving 11,729 shares worth $4.03M. The position accounts for 0.96% of the portfolio, ranked #17.

Atticus Wealth Management first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Atticus Wealth Management held 11,729 shares of Vanguard Morningstar Large-Cap ETF worth $4.03M as of Q2 2026.
  • Atticus Wealth Management sold 45 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15K.
  • Vanguard Morningstar Large-Cap ETF made up 0.96% of Atticus Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Atticus Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.