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

Clarity 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 Q1	–	Sell	-650	Closed	-$205K	–	115
2025 Q4	$205K	Sell	650 -23	-3%	-$7.18K	0.04%	106
2025 Q3	$207K	Sell	673 -138	-17%	-$40.9K	0.05%	97
2025 Q2	$231K	Hold	811	–	–	0.06%	92
2025 Q1	$208K	Hold	811	–	–	0.06%	93
2024 Q4	$219K	Hold	811	–	–	0.06%	92
2024 Q3	$213K	Buy	+811	New	+$206K	0.06%	92

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clarity Wealth Advisors's VV Position: Q1 2026 in Review

Clarity Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 650 shares — an estimated $205K sold.

Clarity Wealth Advisors first reported a position in VV in Q3 2024 and held it in 6 quarters. The position peaked at $231K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Clarity Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Clarity Wealth Advisors sold 650 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $205K.
Clarity Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and held it in 6 quarters.
Clarity Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $231K in Q2 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Clarity Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.