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

Diversify 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 Q2	$1.26M	Buy	3,704 +477	+15%	+$159K	0.02%	553
2026 Q1	$1.06M	Buy	3,227 +1,008	+45%	+$315K	0.02%	581
2025 Q4	$710K	Buy	2,219 +111	+5%	+$34.7K	0.03%	374
2025 Q3	$666K	Buy	2,108 +13	+0.6%	+$3.85K	0.04%	337
2025 Q2	$622K	Buy	2,095 +13	+0.6%	+$3.42K	0.04%	337
2025 Q1	$531K	Buy	2,082 +30	+1%	+$8.13K	0.04%	351
2024 Q4	$549K	Buy	2,052 +65	+3%	+$17.6K	0.04%	338
2024 Q3	$527K	Sell	1,987 -9	-0.5%	-$2.28K	0.05%	309
2024 Q2	$473K	Buy	+1,996	New	+$479K	0.06%	289

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

Diversify Wealth Management's VV Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 15% in Q2 2026, buying an estimated $159K and bringing the position to 3,704 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #553.

Diversify Wealth Management first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Diversify Wealth Management held 3,704 shares of Vanguard Morningstar Large-Cap ETF worth $1.26M as of Q2 2026.
Diversify Wealth Management bought 477 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $159K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #553 holding.
Diversify Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.