EntreWealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

EntreWealth’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 Q3	$1.3M	Hold	3,694	–	–	0.46%	52
2026 Q2	$1.31M	Sell	3,694 -218	-6%	-$72.7K	0.48%	53
2026 Q1	$1.17M	Buy	3,912 +262	+7%	+$82K	0.52%	45
2025 Q4	$1.16M	Sell	3,650 -1,766	-33%	-$551K	0.52%	44
2025 Q3	$1.67M	Buy	+5,416	New	+$1.6M	0.86%	35

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

EntreWealth's VV Position: Q3 2026 in Review

EntreWealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 3,694 shares worth $1.3M. The position accounts for 0.46% of the portfolio, ranked #52.

EntreWealth first reported a position in VV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q3 2025. 804 funds tracked by Wall St. Rank hold VV as of Q3 2026.

EntreWealth held 3,694 shares of Vanguard Morningstar Large-Cap ETF worth $1.3M as of Q3 2026.
EntreWealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.46% of EntreWealth's portfolio in Q3 2026, its #52 holding.
EntreWealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 5 quarters since.
EntreWealth's Vanguard Morningstar Large-Cap ETF position peaked at $1.67M in Q3 2025.
804 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.