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 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

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

Darden Wealth Group's VV Position: Q2 2026 in Review

Darden Wealth Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,121 shares worth $729K. The position accounts for 0.29% of the portfolio, ranked #67.

Darden Wealth Group first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Darden Wealth Group held 2,121 shares of Vanguard Morningstar Large-Cap ETF worth $729K as of Q2 2026.
Darden Wealth Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.29% of Darden Wealth Group's portfolio in Q2 2026, its #67 holding.
Darden Wealth Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.