Core Wealth Advisors (Florida)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Core Wealth Advisors (Florida)’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	$1.23M	Hold	3,580	–	–	0.25%	44
2026 Q1	$1.07M	Hold	3,580	–	–	0.26%	41
2025 Q4	$1.13M	Hold	3,580	–	–	0.29%	31
2025 Q3	$1.1M	Hold	3,580	–	–	0.29%	29
2025 Q2	$1.02M	Hold	3,580	–	–	0.29%	32
2025 Q1	$920K	Hold	3,580	–	–	0.29%	31
2024 Q4	$966K	Sell	3,580 -200	-5%	-$54.2K	0.32%	30
2024 Q3	$995K	Hold	3,780	–	–	0.32%	29
2024 Q2	$944K	Hold	3,780	–	–	0.32%	30
2024 Q1	$906K	Hold	3,780	–	–	0.31%	28
2023 Q4	$825K	Hold	3,780	–	–	0.3%	26
2023 Q3	$740K	Hold	3,780	–	–	0.3%	27
2023 Q2	$766K	Hold	3,780	–	–	0.31%	26
2023 Q1	$706K	Hold	3,780	–	–	0.28%	29
2022 Q4	$658K	Hold	3,780	–	–	0.29%	29
2022 Q3	$618K	Hold	3,780	–	–	0.36%	26
2022 Q2	$651K	Buy	+3,780	New	+$709K	0.4%	28

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

Core Wealth Advisors (Florida)'s VV Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 3,580 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #44.

Core Wealth Advisors (Florida) first reported a position in VV in Q2 2022 and has held it in 17 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Core Wealth Advisors (Florida) held 3,580 shares of Vanguard Morningstar Large-Cap ETF worth $1.23M as of Q2 2026.
Core Wealth Advisors (Florida) left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.25% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #44 holding.
Core Wealth Advisors (Florida) first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.