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

Darden Wealth Group’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 Q3	$746K	Hold	2,121	–	–	0.3%	59
2026 Q2	$729K	Hold	2,121	–	–	0.29%	67
2026 Q1	$634K	Hold	2,121	–	–	0.32%	70
2025 Q4	$668K	Hold	2,121	–	–	0.32%	62
2025 Q3	$653K	Hold	2,121	–	–	0.34%	63
2025 Q2	$605K	Hold	2,121	–	–	0.36%	60
2025 Q1	$545K	Hold	2,121	–	–	0.42%	54
2024 Q4	$572K	Hold	2,121	–	–	0.39%	56
2024 Q3	$558K	Sell	2,121 -118	-5%	-$29.9K	0.4%	59
2024 Q2	$559K	Hold	2,239	–	–	0.34%	53
2024 Q1	$537K	Hold	2,239	–	–	0.42%	59
2023 Q4	$488K	Buy	+2,239	New	+$458K	0.47%	55

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Darden Wealth Group's VV Position: Q3 2026 in Review

Darden Wealth Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 2,121 shares worth $746K. The position accounts for 0.3% of the portfolio, ranked #59.

Darden Wealth Group first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 1,006 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Darden Wealth Group held 2,121 shares of Vanguard Morningstar Large-Cap ETF worth $746K as of Q3 2026.
Darden Wealth Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.3% of Darden Wealth Group's portfolio in Q3 2026, its #59 holding.
Darden Wealth Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.