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

Financial Synergies 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 Q3	$356K	Buy	1,012 +2	+0.2%	+$700	0.03%	106
2026 Q2	$347K	Sell	1,010 -3	-0.3%	-$1K	0.03%	101
2026 Q1	$303K	Sell	1,013 -6	-0.6%	-$1.88K	0.03%	97
2025 Q4	$321K	Sell	1,019 -28	-3%	-$8.74K	0.03%	86
2025 Q3	$322K	Sell	1,047 -10	-0.9%	-$2.96K	0.03%	79
2025 Q2	$302K	Sell	1,057 -29	-3%	-$7.64K	0.03%	79
2025 Q1	$279K	Buy	+1,086	New	+$294K	0.03%	69
2024 Q2	–	Sell	-782	Closed	-$187K	–	471
2024 Q1	$187K	Sell	782 -20	-2%	-$4.58K	0.02%	72
2023 Q4	$140K	Sell	802 -18	-2%	-$3.68K	0.02%	75
2023 Q3	$160K	Buy	820 +1	+0.1%	+$204	0.02%	71
2023 Q2	$166K	Buy	819 +14	+2%	+$2.68K	0.02%	70
2023 Q1	$150K	Buy	805 +3	+0.4%	+$546	0.02%	72
2022 Q4	$140K	Buy	802 +47	+6%	+$8.25K	0.02%	75
2022 Q3	$124K	Sell	755 -45	-6%	-$8.18K	0.02%	75
2022 Q2	$138K	Buy	+800	New	+$150K	0.02%	72
2020 Q4	–	Sell	-2,230	Closed	-$349K	–	63
2020 Q3	$349K	Sell	2,230 -1,887	-46%	-$291K	0.09%	50
2020 Q2	$589K	Buy	4,117 +1,070	+35%	+$145K	0.2%	31
2020 Q1	$361K	Buy	+3,047	New	+$428K	0.21%	25

Other funds holding VV

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

FPN

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

KCM

Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Financial Synergies Wealth Advisors's VV Position: Q3 2026 in Review

Financial Synergies Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.2% in Q3 2026, buying an estimated $700 and bringing the position to 1,012 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #106.

Financial Synergies Wealth Advisors first reported a position in VV in Q1 2020 and has held it in 18 quarters since. The position peaked at $589K in Q2 2020. 262 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Financial Synergies Wealth Advisors held 1,012 shares of Vanguard Morningstar Large-Cap ETF worth $356K as of Q3 2026.
Financial Synergies Wealth Advisors bought 2 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $700.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Financial Synergies Wealth Advisors's portfolio in Q3 2026, its #106 holding.
Financial Synergies Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 18 quarters since.
Financial Synergies Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $589K in Q2 2020.
262 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.