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

EPG 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	$9.8K	Hold	28	–	–	﹤0.01%	281
2026 Q1	$8.49K	Hold	28	–	–	﹤0.01%	286
2025 Q4	$8.92K	Hold	28	–	–	﹤0.01%	280
2025 Q3	$8.68K	Hold	28	–	–	﹤0.01%	281
2025 Q2	$8.02K	Hold	28	–	–	﹤0.01%	278
2025 Q1	$7.22K	Hold	28	–	–	﹤0.01%	382
2024 Q4	$7.55K	Hold	28	–	–	﹤0.01%	386
2024 Q3	$7.37K	Buy	+28	New	+$7.1K	﹤0.01%	382
2024 Q2	–	Sell	-28	Closed	-$6.73K	–	405
2024 Q1	$6.71K	Hold	28	–	–	﹤0.01%	402
2023 Q4	$6.37K	Hold	28	–	–	﹤0.01%	389
2023 Q3	$5.48K	Hold	28	–	–	﹤0.01%	387
2023 Q2	$5.68K	Hold	28	–	–	﹤0.01%	379
2023 Q1	$5.23K	Hold	28	–	–	﹤0.01%	386
2022 Q4	$4.88K	Hold	28	–	–	﹤0.01%	354
2022 Q3	$5K	Buy	+28	New	+$5.09K	﹤0.01%	358
2022 Q2	–	Sell	-28	Closed	-$6K	–	398
2022 Q1	$6K	Hold	28	–	–	﹤0.01%	370
2021 Q4	$6K	Hold	28	–	–	﹤0.01%	374
2021 Q3	$6K	Buy	+28	New	+$5.79K	﹤0.01%	350

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

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

EPG Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 28 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

EPG Wealth Management first reported a position in VV in Q3 2021 and has held it in 18 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

EPG Wealth Management held 28 shares of Vanguard Morningstar Large-Cap ETF worth $9.8K as of Q2 2026.
EPG Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #281 holding.
EPG Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 18 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.