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

BetterWealth’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	$759K	Hold	2,208	–	–	0.13%	41
2026 Q1	$660K	Buy	+2,208	New	+$691K	0.13%	37
2025 Q3	–	Sell	-1,348	Closed	-$385K	–	74
2025 Q2	$385K	Hold	1,348	–	–	0.1%	40
2025 Q1	$346K	Buy	1,348 +46	+4%	+$12.5K	0.1%	42
2024 Q4	$351K	Buy	1,302 +310	+31%	+$84K	0.1%	49
2024 Q3	$261K	Sell	992 -23	-2%	-$5.83K	0.08%	53
2024 Q2	$253K	Buy	1,015 +56	+6%	+$13.5K	0.08%	49
2024 Q1	$230K	Buy	+959	New	+$219K	0.07%	58

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

BetterWealth's VV Position: Q2 2026 in Review

BetterWealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,208 shares worth $759K. The position accounts for 0.13% of the portfolio, ranked #41.

BetterWealth first reported a position in VV in Q1 2024 and has held it in 8 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

BetterWealth held 2,208 shares of Vanguard Morningstar Large-Cap ETF worth $759K as of Q2 2026.
BetterWealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.13% of BetterWealth's portfolio in Q2 2026, its #41 holding.
BetterWealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 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 BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.