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 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

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

Avidian Wealth Enterprises's VV Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 5,092 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #233.

Avidian Wealth Enterprises first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Avidian Wealth Enterprises held 5,092 shares of Vanguard Morningstar Large-Cap ETF worth $1.75M as of Q2 2026.
Avidian Wealth Enterprises left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #233 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.