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

Fourth Dimension 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	$6.83K	Hold	20	–	–	﹤0.01%	511
2026 Q1	$5.93K	Hold	20	–	–	﹤0.01%	461
2025 Q4	$6.25K	Sell	20 -5	-20%	-$1.56K	﹤0.01%	459
2025 Q3	$7.61K	Sell	25 -9	-26%	-$2.67K	﹤0.01%	444
2025 Q2	$9.82K	Hold	34	–	–	﹤0.01%	422
2025 Q1	$8.85K	Hold	34	–	–	﹤0.01%	428
2024 Q4	$9.28K	Buy	+34	New	+$9.21K	﹤0.01%	431

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

Fourth Dimension Wealth's VV Position: Q2 2026 in Review

Fourth Dimension Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 20 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Fourth Dimension Wealth first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.82K in Q2 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Fourth Dimension Wealth held 20 shares of Vanguard Morningstar Large-Cap ETF worth $6.83K as of Q2 2026.
Fourth Dimension Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #511 holding.
Fourth Dimension Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $9.82K in Q2 2025.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.