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

Evolution 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 		$112K Hold
325
– – 0.07% 191
2026
Q1 		$97.1K Hold
325
– – 0.07% 177
2025
Q4 		$102K Buy
325
+223
+219% +$69.6K 0.08% 166
2025
Q3 		$31.4K Hold
102
– – 0.03% 253
2025
Q2 		$29.1K Buy
+102
New +$26.9K 0.04% 235

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Evolution Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 325 shares worth $112K. The position accounts for 0.07% of the portfolio, ranked #191.

Evolution Wealth Management first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Evolution Wealth Management held 325 shares of Vanguard Morningstar Large-Cap ETF worth $112K as of Q2 2026.
  • Evolution Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.07% of Evolution Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Evolution Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.