Chokshi & Queen Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Chokshi & Queen 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	$619K	Hold	1,800	–	–	0.29%	35
2026 Q1	$538K	Buy	1,800 +507	+39%	+$159K	0.29%	32
2025 Q4	$407K	Sell	1,293 -648	-33%	-$202K	0.21%	36
2025 Q3	$598K	Sell	1,941 -13	-0.7%	-$3.85K	0.32%	32
2025 Q2	$557K	Hold	1,954	–	–	0.32%	32
2025 Q1	$502K	Hold	1,954	–	–	0.31%	32
2024 Q4	$527K	Buy	+1,954	New	+$529K	0.33%	29

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

Chokshi & Queen Wealth Advisors's VV Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,800 shares worth $619K. The position accounts for 0.29% of the portfolio, ranked #35.

Chokshi & Queen Wealth Advisors first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Chokshi & Queen Wealth Advisors held 1,800 shares of Vanguard Morningstar Large-Cap ETF worth $619K as of Q2 2026.
Chokshi & Queen Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.29% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Chokshi & Queen Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.