Axxcess Wealth Management
VV icon

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

Axxcess 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 		– Sell
-1,014,136
Closed -$349M – 1238
2026
Q2 		$349M Buy
+1,014,136
New +$338M 5.55% 1
2026
Q1 		– Sell
-1,058,705
Closed -$333M – 997
2025
Q4 		$333M Buy
1,058,705
+10,079
+1% +$3.15M 5.77% 1
2025
Q3 		$323M Buy
1,048,626
+6,801
+0.7% +$2.01M 6.83% 1
2025
Q2 		$297M Sell
1,041,825
-2,314
-0.2% -$610K 6.95% 1
2025
Q1 		$268M Sell
1,044,139
-35,920
-3% -$9.7M 7.12% 1
2024
Q4 		$291M Sell
1,080,059
-14,590
-1% -$3.95M 6.99% 1
2024
Q3 		$288M Sell
1,094,649
-12,343
-1% -$3.13M 7.07% 1
2024
Q2 		$276M Sell
1,106,992
-1,319
-0.1% -$317K 7.31% 1
2024
Q1 		$266M Sell
1,108,311
-7,487
-0.7% -$1.71M 7.27% 1
2023
Q4 		$243M Buy
1,115,798
+35,052
+3% +$7.16M 7.07% 1
2023
Q3 		$211M Buy
+1,080,746
New +$220M 7.21% 1
2023
Q2 		– Sell
-2,546
Closed -$476K – 691
2023
Q1 		$476K Buy
2,546
+372
+17% +$67.7K 0.04% 381
2022
Q4 		$379K Buy
+2,174
New +$381K 0.03% 407

Other funds holding VV

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
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
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
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026, closing a stake of 1,014,136 shares — an estimated $349M sold.

Axxcess Wealth Management first reported a position in VV in Q4 2022 and held it in 13 quarters. The position peaked at $349M in Q2 2026. 989 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,014,136 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $349M.
  • Axxcess Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and held it in 13 quarters.
  • Axxcess Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $349M in Q2 2026.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.