GC Wealth Management RIA’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

GC Wealth Management RIA’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	$279K	Hold	810	–	–	0.02%	423
2026 Q1	$242K	Buy	+810	New	+$253K	0.01%	464
2025 Q3	–	Sell	-1,263	Closed	-$360K	–	856
2025 Q2	$360K	Buy	+1,263	New	+$333K	0.03%	397

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

GC Wealth Management RIA's VV Position: Q2 2026 in Review

GC Wealth Management RIA held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 810 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #423.

GC Wealth Management RIA first reported a position in VV in Q2 2025 and has held it in 3 quarters since. The position peaked at $360K in Q2 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

GC Wealth Management RIA held 810 shares of Vanguard Morningstar Large-Cap ETF worth $279K as of Q2 2026.
GC Wealth Management RIA left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #423 holding.
GC Wealth Management RIA first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 3 quarters since.
GC Wealth Management RIA's Vanguard Morningstar Large-Cap ETF position peaked at $360K in Q2 2025.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.