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

Fairway Wealth’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	$8.89M	Sell	25,840 -868	-3%	-$290K	2.03%	16
2026 Q1	$7.98M	Buy	26,708 +7,942	+42%	+$2.48M	2.11%	17
2025 Q4	$5.91M	Sell	18,766 -3,693	-16%	-$1.15M	1.59%	18
2025 Q3	$6.91M	Sell	22,459 -1,765	-7%	-$523K	1.94%	18
2025 Q2	$6.91M	Sell	24,224 -1,911	-7%	-$504K	2.21%	17
2025 Q1	$6.72M	Buy	26,135 +12,128	+87%	+$3.29M	2.48%	17
2024 Q4	$3.78M	Sell	14,007 -1,832	-12%	-$496K	1.7%	17
2024 Q3	$4.17M	Buy	15,839 +1,595	+11%	+$405K	2.12%	17
2024 Q2	$3.56M	Sell	14,244 -146	-1%	-$35.1K	2.1%	17
2024 Q1	$3.45M	Sell	14,390 -681	-5%	-$156K	2.34%	16
2023 Q4	$3.29M	Buy	+15,071	New	+$3.08M	2.52%	14

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

Fairway Wealth's VV Position: Q2 2026 in Review

Fairway Wealth reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.2% in Q2 2026, selling an estimated $290K and leaving 25,840 shares worth $8.89M. The position accounts for 2.03% of the portfolio, ranked #16.

Fairway Wealth first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Fairway Wealth held 25,840 shares of Vanguard Morningstar Large-Cap ETF worth $8.89M as of Q2 2026.
Fairway Wealth sold 868 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $290K.
Vanguard Morningstar Large-Cap ETF made up 2.03% of Fairway Wealth's portfolio in Q2 2026, its #16 holding.
Fairway Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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