Avidian Wealth Enterprises’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Avidian Wealth Enterprises’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	$1.79M	Buy	5,097 +5	+0.1%	+$1.75K	0.05%	231
2026 Q2	$1.75M	Hold	5,092	–	–	0.05%	233
2026 Q1	$1.52M	Buy	5,092 +223	+5%	+$69.8K	0.05%	232
2025 Q4	$1.53M	Sell	4,869 -24	-0.5%	-$7.5K	0.06%	172
2025 Q3	$1.51M	Buy	4,893 +126	+3%	+$37.3K	0.06%	172
2025 Q2	$1.36M	Hold	4,767	–	–	0.06%	166
2025 Q1	$1.23M	Buy	4,767 +1,853	+64%	+$502K	0.05%	173
2024 Q4	$786K	Hold	2,914	–	–	0.04%	225
2024 Q3	$767K	Buy	+2,914	New	+$739K	0.03%	223

Other funds holding VV

HWA

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

JWS

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

AIM

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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Avidian Wealth Enterprises's VV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.1% in Q3 2026, buying an estimated $1.75K and bringing the position to 5,097 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #231.

Avidian Wealth Enterprises first reported a position in VV in Q3 2024 and has held it in 9 quarters since. 112 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Avidian Wealth Enterprises held 5,097 shares of Vanguard Morningstar Large-Cap ETF worth $1.79M as of Q3 2026.
Avidian Wealth Enterprises bought 5 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.75K.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #231 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 9 quarters since.
112 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.