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

CreativeOne Wealth’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 		$713K Sell
2,072
-189
-8% -$63K 0.02% 682
2026
Q1 		$676K Buy
2,261
+228
+11% +$71.3K 0.02% 701
2025
Q4 		$640K Sell
2,033
-272
-12% -$84.9K 0.02% 704
2025
Q3 		$710K Buy
2,305
+308
+15% +$91.2K 0.02% 662
2025
Q2 		$570K Buy
1,997
+423
+27% +$111K 0.01% 691
2025
Q1 		$405K Buy
1,574
+311
+25% +$84.2K 0.01% 759
2024
Q4 		$341K Buy
1,263
+25
+2% +$6.77K 0.01% 830
2024
Q3 		$326K Buy
+1,238
New +$314K 0.01% 758
2024
Q2 		– Sell
-1,360
Closed -$326K – 926
2024
Q1 		$326K Buy
+1,360
New +$311K 0.01% 697
2023
Q3 		– Sell
-1,894
Closed -$384K – 828
2023
Q2 		$384K Buy
1,894
+40
+2% +$7.67K 0.02% 573
2023
Q1 		$347K Buy
1,854
+56
+3% +$10.2K 0.02% 582
2022
Q4 		$313K Sell
1,798
-116
-6% -$20.4K 0.02% 561
2022
Q3 		$313K Buy
1,914
+114
+6% +$20.7K 0.02% 525
2022
Q2 		$310K Buy
1,800
+30
+2% +$5.63K 0.02% 547
2022
Q1 		$369K Sell
1,770
-29
-2% -$5.96K 0.02% 518
2021
Q4 		$398K Sell
1,799
-27
-1% -$5.79K 0.02% 510
2021
Q3 		$367K Hold
1,826
– – 0.02% 488
2021
Q2 		$366K Buy
1,826
+1
+0.1% +$195 0.02% 473
2021
Q1 		$339K Buy
+1,825
New +$331K 0.03% 419

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CreativeOne Wealth's VV Position: Q2 2026 in Review

CreativeOne Wealth reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.4% in Q2 2026, selling an estimated $63K and leaving 2,072 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #682.

CreativeOne Wealth first reported a position in VV in Q1 2021 and has held it in 19 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • CreativeOne Wealth held 2,072 shares of Vanguard Morningstar Large-Cap ETF worth $713K as of Q2 2026.
  • CreativeOne Wealth sold 189 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $63K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #682 holding.
  • CreativeOne Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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