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

Curio 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	–	Sell	-446	Closed	-$133K	–	1135
2026 Q1	$133K	Hold	446	–	–	0.05%	92
2025 Q4	$142K	Hold	446	–	–	0.05%	91
2025 Q3	$137K	Hold	446	–	–	0.06%	81
2025 Q2	$127K	Buy	446 +444	+22,200%	+$117K	0.06%	90
2025 Q1	$120K	Sell	2 -444	-100%	-$120K	0.06%	88
2024 Q4	$120K	Buy	+446	New	+$121K	0.06%	84

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

Curio Wealth's VV Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 446 shares — an estimated $133K sold.

Curio Wealth first reported a position in VV in Q4 2024 and held it in 6 quarters. The position peaked at $142K in Q4 2025. 1,368 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Curio Wealth reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 446 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $133K.
Curio Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $142K in Q4 2025.
1,368 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.