EverSource Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

EverSource Wealth Advisors’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	$283K	Buy	824 +257	+45%	+$85.7K	0.01%	829
2026 Q1	$169K	Hold	567	–	–	0.01%	1143
2025 Q4	$178K	Hold	567	–	–	0.01%	994
2025 Q3	$175K	Buy	+567	New	+$168K	0.01%	981
2024 Q3	–	Sell	-232	Closed	-$58.9K	–	3137
2024 Q2	$58.5K	Buy	+232	New	+$55.7K	﹤0.01%	1016

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

EverSource Wealth Advisors's VV Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 45% in Q2 2026, buying an estimated $85.7K and bringing the position to 824 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #829.

EverSource Wealth Advisors first reported a position in VV in Q2 2024 and has held it in 5 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

EverSource Wealth Advisors held 824 shares of Vanguard Morningstar Large-Cap ETF worth $283K as of Q2 2026.
EverSource Wealth Advisors bought 257 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $85.7K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #829 holding.
EverSource Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 5 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.