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Global Wealth Strategies & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Global Wealth Strategies & Associates’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
Q3 		$425K Buy
+1,209
New +$423K 0.08% 65
2025
Q4 		– Sell
-1
Closed -$299 – 603
2025
Q3 		$299 Buy
+1
New +$296 ﹤0.01% 455

Other funds holding VV

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Global Wealth Strategies & Associates's VV Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 1,209 shares worth $425K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in VV as recently as Q3 2025.

Global Wealth Strategies & Associates first reported a position in VV in Q3 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Global Wealth Strategies & Associates held 1,209 shares of Vanguard Morningstar Large-Cap ETF worth $425K as of Q3 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Global Wealth Strategies & Associates position in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #65 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.