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 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

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

Financial Synergies Wealth Advisors's VV Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.3% in Q2 2026, selling an estimated $1K and leaving 1,010 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #101.

Financial Synergies Wealth Advisors first reported a position in VV in Q1 2020 and has held it in 17 quarters since. The position peaked at $589K in Q2 2020. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Financial Synergies Wealth Advisors held 1,010 shares of Vanguard Morningstar Large-Cap ETF worth $347K as of Q2 2026.
Financial Synergies Wealth Advisors sold 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Financial Synergies Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 17 quarters since.
Financial Synergies Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $589K in Q2 2020.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.