BlueChip Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BlueChip Wealth Advisors’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	$369K	Sell	1,072 -402	-27%	-$134K	0.14%	118
2026 Q1	$441K	Hold	1,474	–	–	0.19%	86
2025 Q4	$464K	Hold	1,474	–	–	0.2%	89
2025 Q3	$454K	Hold	1,474	–	–	0.19%	82
2025 Q2	$421K	Hold	1,474	–	–	0.19%	95
2025 Q1	$379K	Hold	1,474	–	–	0.19%	100
2024 Q4	$398K	Hold	1,474	–	–	0.22%	86
2024 Q3	$388K	Hold	1,474	–	–	0.2%	100
2024 Q2	$368K	Hold	1,474	–	–	0.22%	90
2024 Q1	$353K	Hold	1,474	–	–	0.23%	87
2023 Q4	$322K	Buy	+1,474	New	+$301K	0.23%	85

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

BlueChip Wealth Advisors's VV Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 27% in Q2 2026, selling an estimated $134K and leaving 1,072 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #118.

BlueChip Wealth Advisors first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $464K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

BlueChip Wealth Advisors held 1,072 shares of Vanguard Morningstar Large-Cap ETF worth $369K as of Q2 2026.
BlueChip Wealth Advisors sold 402 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $134K.
Vanguard Morningstar Large-Cap ETF made up 0.14% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #118 holding.
BlueChip Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $464K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.