Elwood & Goetz Wealth Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Elwood & Goetz Wealth Advisory 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	$960K	Buy	+2,791	New	+$931K	0.14%	54

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

Elwood & Goetz Wealth Advisory Group's VV Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 2,791 shares worth $960K. The stake represents 0.14% of the portfolio and ranks #54 among its holdings.

1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 2,791 shares of Vanguard Morningstar Large-Cap ETF worth $960K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #54 holding.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.