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

Darwin Wealth Management’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 Q1	–	Sell	-345	Closed	-$109K	–	701
2025 Q4	$109K	Buy	+345	New	+$108K	0.03%	168
2020 Q2	–	Sell	-217	Closed	-$25K	–	786
2020 Q1	$25K	Buy	+217	New	+$30.5K	0.01%	326

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Darwin Wealth Management's VV Position: Q1 2026 in Review

Darwin Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 345 shares — an estimated $109K sold.

Darwin Wealth Management first reported a position in VV in Q1 2020 and held it in 2 quarters. The position peaked at $109K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Darwin Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Darwin Wealth Management sold 345 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $109K.
Darwin Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 2 quarters.
Darwin Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $109K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.