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

Consultiva 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	$35.4K	Hold	103	–	–	0.08%	133
2026 Q1	$30.8K	Hold	103	–	–	0.09%	123
2025 Q4	$32.4K	Hold	103	–	–	0.09%	117
2025 Q3	$31.7K	Hold	103	–	–	0.09%	116
2025 Q2	$29.4K	Hold	103	–	–	0.09%	124
2025 Q1	$26.5K	Hold	103	–	–	0.09%	132
2024 Q4	$27.8K	Buy	+103	New	+$27.9K	0.14%	79

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

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

Consultiva Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 103 shares worth $35.4K. The position accounts for 0.08% of the portfolio, ranked #133.

Consultiva Wealth Management first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Consultiva Wealth Management held 103 shares of Vanguard Morningstar Large-Cap ETF worth $35.4K as of Q2 2026.
Consultiva Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Consultiva Wealth Management's portfolio in Q2 2026, its #133 holding.
Consultiva Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.