Atwater Malick’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Atwater Malick’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	$1.09M	Hold	3,098	–	–	0.24%	51
2026 Q2	$1.07M	Hold	3,098	–	–	0.23%	52
2026 Q1	$926K	Hold	3,098	–	–	0.25%	45
2025 Q4	$975K	Hold	3,098	–	–	0.27%	41
2025 Q3	$954K	Sell	3,098 -56	-2%	-$16.6K	0.28%	40
2025 Q2	$900K	Sell	3,154 -1	-0%	-$263	0.29%	44
2025 Q1	$811K	Hold	3,155	–	–	0.27%	43
2024 Q4	$851K	Hold	3,155	–	–	0.29%	41
2024 Q3	$831K	Hold	3,155	–	–	0.27%	42
2024 Q2	$788K	Hold	3,155	–	–	0.27%	43
2024 Q1	$756K	Hold	3,155	–	–	0.27%	43
2023 Q4	$688K	Buy	+3,155	New	+$645K	0.27%	41

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atwater Malick's VV Position: Q3 2026 in Review

Atwater Malick held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 3,098 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #51.

Atwater Malick first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Atwater Malick held 3,098 shares of Vanguard Morningstar Large-Cap ETF worth $1.09M as of Q3 2026.
Atwater Malick left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.24% of Atwater Malick's portfolio in Q3 2026, its #51 holding.
Atwater Malick first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.