GeoWealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

GeoWealth Management’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	$149M	Buy	434,122 +8,700	+2%	+$2.9M	4.7%	4
2026 Q1	$127M	Buy	425,422 +959	+0.2%	+$300K	4.58%	4
2025 Q4	$134M	Sell	424,463 -26,305	-6%	-$8.21M	4.93%	4
2025 Q3	$139M	Sell	450,768 -20,069	-4%	-$5.94M	5.06%	4
2025 Q2	$134M	Buy	470,837 +48,479	+11%	+$12.8M	5.24%	4
2025 Q1	$109M	Sell	422,358 -10,947	-3%	-$2.97M	4.36%	4
2024 Q4	$117M	Buy	433,305 +4,240	+1%	+$1.15M	3.82%	4
2024 Q3	$113M	Buy	429,065 +18,056	+4%	+$4.58M	3.99%	3
2024 Q2	$103M	Buy	411,009 +13,611	+3%	+$3.27M	4.46%	3
2024 Q1	$95.3M	Buy	+397,398	New	+$90.9M	3.69%	3
2023 Q1	–	Sell	-13,026	Closed	-$2.27M	–	446
2022 Q4	$2.27M	Buy	+13,026	New	+$2.29M	0.24%	71
2022 Q1	–	Sell	-564	Closed	-$125K	–	434
2021 Q4	$125K	Sell	564 -74,997	-99%	-$16.1M	0.01%	294
2021 Q3	$15.2M	Buy	+75,561	New	+$15.6M	1.25%	18

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

GeoWealth Management's VV Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q2 2026, buying an estimated $2.9M and bringing the position to 434,122 shares worth $149M. The position accounts for 4.7% of the portfolio, ranked #4.

GeoWealth Management first reported a position in VV in Q3 2021 and has held it in 13 quarters since. 1,373 funds tracked by Wall St. Rank hold VV as of Q2 2026.

GeoWealth Management held 434,122 shares of Vanguard Morningstar Large-Cap ETF worth $149M as of Q2 2026.
GeoWealth Management bought 8,700 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.9M.
Vanguard Morningstar Large-Cap ETF made up 4.7% of GeoWealth Management's portfolio in Q2 2026, its #4 holding.
GeoWealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 13 quarters since.
1,373 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.