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

Consilio 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	$312K	Hold	908	–	–	0.07%	77
2026 Q1	$271K	Hold	908	–	–	0.08%	77
2025 Q4	$286K	Hold	908	–	–	0.08%	75
2025 Q3	$280K	Hold	908	–	–	0.09%	66
2025 Q2	$258K	Sell	908 -118	-12%	-$31.1K	0.09%	64
2025 Q1	$264K	Sell	1,026 -164	-14%	-$44.4K	0.11%	56
2024 Q4	$321K	Buy	1,190 +7	+0.6%	+$1.9K	0.13%	47
2024 Q3	$311K	Sell	1,183 -4	-0.3%	-$1.01K	0.13%	48
2024 Q2	$296K	Hold	1,187	–	–	0.13%	45
2024 Q1	$285K	Sell	1,187 -396	-25%	-$90.6K	0.13%	48
2023 Q4	$345K	Sell	1,583 -46	-3%	-$9.4K	0.18%	39
2023 Q3	$314K	Hold	1,629	–	–	0.18%	37
2023 Q2	$330K	Sell	1,629 -173	-10%	-$33.2K	0.18%	39
2023 Q1	$337K	Sell	1,802 -471	-21%	-$85.8K	0.19%	40
2022 Q4	$396K	Sell	2,273 -303	-12%	-$53.2K	0.25%	35
2022 Q3	$421K	Sell	2,576 -40	-2%	-$7.27K	0.33%	35
2022 Q2	$451K	Hold	2,616	–	–	0.37%	29
2022 Q1	$545K	Sell	2,616 -625	-19%	-$128K	0.43%	30
2021 Q4	$716K	Buy	+3,241	New	+$695K	0.56%	31

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

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

Consilio Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 908 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #77.

Consilio Wealth Advisors first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $716K in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Consilio Wealth Advisors held 908 shares of Vanguard Morningstar Large-Cap ETF worth $312K as of Q2 2026.
Consilio Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Consilio Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Consilio Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Consilio Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $716K in Q4 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.