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

Davis Wealth Advisors’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	-765	Closed	-$229K	–	82
2026 Q1	$229K	Sell	765 -139	-15%	-$43.5K	0.19%	70
2025 Q4	$285K	Buy	+904	New	+$282K	0.24%	64

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

Davis Wealth Advisors's VV Position: Q2 2026 in Review

Davis Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 765 shares — an estimated $229K sold.

Davis Wealth Advisors first reported a position in VV in Q4 2025 and held it in 2 quarters. The position peaked at $285K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Davis Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Davis Wealth Advisors sold 765 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $229K.
Davis Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and held it in 2 quarters.
Davis Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $285K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.