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

Cahaba 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	$1.83M	Buy	5,328 +1	+0%	+$334	0.11%	40
2026 Q1	$1.59M	Sell	5,327 -46	-0.9%	-$14.4K	0.11%	42
2025 Q4	$1.69M	Buy	5,373 +2	+0%	+$625	0.12%	37
2025 Q3	$1.65M	Sell	5,371 -31	-0.6%	-$9.18K	0.12%	38
2025 Q2	$1.54M	Sell	5,402 -445	-8%	-$117K	0.12%	38
2025 Q1	$1.5M	Buy	5,847 +120	+2%	+$32.5K	0.12%	36
2024 Q4	$1.54M	Buy	5,727 +266	+5%	+$72.1K	0.13%	37
2024 Q3	$1.44M	Buy	5,461 +1,619	+42%	+$411K	0.12%	39
2024 Q2	$959K	Hold	3,842	–	–	0.08%	54
2024 Q1	$921K	Hold	3,842	–	–	0.08%	56
2023 Q4	$838K	Hold	3,842	–	–	0.08%	55
2023 Q3	$752K	Hold	3,842	–	–	0.08%	59
2023 Q2	$779K	Hold	3,842	–	–	0.08%	57
2023 Q1	$718K	Sell	3,842 -910	-19%	-$166K	0.08%	61
2022 Q4	$828K	Hold	4,752	–	–	0.1%	50
2022 Q3	$777K	Hold	4,752	–	–	0.11%	51
2022 Q2	$819K	Buy	4,752 +19	+0.4%	+$3.57K	0.12%	51
2022 Q1	$894K	Sell	4,733 -732	-13%	-$150K	0.12%	52
2021 Q4	$1.21M	Buy	+5,465	New	+$1.17M	0.16%	41

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

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

Cahaba Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q2 2026, buying an estimated $334 and bringing the position to 5,328 shares worth $1.83M. The position accounts for 0.11% of the portfolio, ranked #40.

Cahaba Wealth Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cahaba Wealth Management held 5,328 shares of Vanguard Morningstar Large-Cap ETF worth $1.83M as of Q2 2026.
Cahaba Wealth Management bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Cahaba Wealth Management's portfolio in Q2 2026, its #40 holding.
Cahaba Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.