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

FSM 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	$2.24M	Buy	6,505 +697	+12%	+$233K	0.24%	56
2026 Q1	$1.74M	Buy	5,808 +1,692	+41%	+$529K	0.22%	57
2025 Q4	$1.3M	Buy	4,116 +18	+0.4%	+$5.62K	0.18%	74
2025 Q3	$1.26M	Buy	4,098 +576	+16%	+$171K	0.18%	75
2025 Q2	$1.01M	Buy	3,522 +9	+0.3%	+$2.37K	0.16%	91
2025 Q1	$903K	Buy	3,513 +10	+0.3%	+$2.71K	0.2%	68
2024 Q4	$955K	Buy	3,503 +2,177	+164%	+$590K	0.23%	61
2024 Q3	$349K	Buy	+1,326	New	+$336K	0.09%	120

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

FSM Wealth Advisors's VV Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 12% in Q2 2026, buying an estimated $233K and bringing the position to 6,505 shares worth $2.24M. The position accounts for 0.24% of the portfolio, ranked #56.

FSM Wealth Advisors first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

FSM Wealth Advisors held 6,505 shares of Vanguard Morningstar Large-Cap ETF worth $2.24M as of Q2 2026.
FSM Wealth Advisors bought 697 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $233K.
Vanguard Morningstar Large-Cap ETF made up 0.24% of FSM Wealth Advisors's portfolio in Q2 2026, its #56 holding.
FSM Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.