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

Great Point 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	$2.41M	Hold	7,016	–	–	0.39%	33
2026 Q1	$2.1M	Hold	7,016	–	–	0.39%	32
2025 Q4	$2.21M	Sell	7,016 -94	-1%	-$29.4K	0.4%	34
2025 Q3	$2.19M	Buy	+7,110	New	+$2.11M	0.41%	33
2025 Q1	$1.83M	Hold	7,110	–	–	0.4%	32
2024 Q4	$1.92M	Sell	7,110 -276	-4%	-$74.8K	0.42%	34
2024 Q3	$1.94M	Sell	7,386 -514	-7%	-$130K	0.42%	35
2024 Q2	$1.97M	Sell	7,900 -248	-3%	-$59.6K	0.45%	34
2024 Q1	$1.95M	Sell	8,148 -171	-2%	-$39.1K	0.46%	35
2023 Q4	$1.81M	Hold	8,319	–	–	0.47%	37
2023 Q3	$1.63M	Hold	8,319	–	–	0.49%	37
2023 Q2	$1.69M	Hold	8,319	–	–	0.51%	37
2023 Q1	$1.55M	Hold	8,319	–	–	0.49%	37
2022 Q4	$1.45M	Hold	8,319	–	–	0.49%	37
2022 Q3	$1.36M	Hold	8,319	–	–	0.51%	37
2022 Q2	$1.43M	Hold	8,319	–	–	0.51%	36
2022 Q1	$1.73M	Hold	8,319	–	–	0.54%	27
2021 Q4	$1.84M	Hold	8,319	–	–	0.56%	26
2021 Q3	$1.67M	Hold	8,319	–	–	0.57%	27
2021 Q2	$1.67M	Hold	8,319	–	–	0.58%	27
2021 Q1	$1.54M	Hold	8,319	–	–	0.59%	23
2020 Q4	$1.46M	Hold	8,319	–	–	0.63%	26
2020 Q3	$1.19M	Hold	8,319	–	–	0.61%	25
2020 Q2	$1.19M	Hold	8,319	–	–	0.61%	25
2020 Q1	$985K	Sell	8,319 -35	-0.4%	-$4.92K	0.82%	23
2019 Q4	$1.24M	Sell	8,354 -8	-0.1%	-$1.13K	0.76%	20
2019 Q3	$1.14M	Sell	8,362 -1,230	-13%	-$167K	0.78%	20
2019 Q2	$1.29M	Sell	9,592 -5,536	-37%	-$732K	1.04%	20
2019 Q1	$1.96M	Sell	15,128 -400	-3%	-$50K	1.67%	15
2018 Q4	$1.78M	Buy	+15,528	New	+$1.92M	1.69%	15

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

Great Point Wealth Advisors's VV Position: Q2 2026 in Review

Great Point Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 7,016 shares worth $2.41M. The position accounts for 0.39% of the portfolio, ranked #33.

Great Point Wealth Advisors first reported a position in VV in Q4 2018 and has held it in 30 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Great Point Wealth Advisors held 7,016 shares of Vanguard Morningstar Large-Cap ETF worth $2.41M as of Q2 2026.
Great Point Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.39% of Great Point Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Great Point Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 30 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.