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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
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% -$9.73M 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

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

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

Axxcess Wealth Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 1,014,136 shares worth $349M. The stake represents 5.55% of the portfolio and ranks #1 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VV in Q4 2022 and has held it in 13 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Axxcess Wealth Management held 1,014,136 shares of Vanguard Morningstar Large-Cap ETF worth $349M as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 5.55% of Axxcess Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.