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

Evermay 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	$8.6K	Hold	25	–	–	﹤0.01%	522
2026 Q1	$7.47K	Hold	25	–	–	﹤0.01%	480
2025 Q4	$7.87K	Buy	+25	New	+$7.81K	﹤0.01%	465
2024 Q3	–	Sell	-125	Closed	-$31.2K	–	632
2024 Q2	$31.2K	Buy	+125	New	+$30K	0.01%	380

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

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

Evermay Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 25 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Evermay Wealth Management first reported a position in VV in Q2 2024 and has held it in 4 quarters since. The position peaked at $31.2K in Q2 2024. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Evermay Wealth Management held 25 shares of Vanguard Morningstar Large-Cap ETF worth $8.6K as of Q2 2026.
Evermay 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 Evermay Wealth Management's portfolio in Q2 2026, its #522 holding.
Evermay Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 4 quarters since.
Evermay Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $31.2K in Q2 2024.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.