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

HB Wealth 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 		$12.3M Sell
35,686
-8,303
-19% -$2.77M 0.07% 150
2026
Q1 		$13.1M Sell
43,989
-343
-0.8% -$107K 0.09% 127
2025
Q4 		$14M Sell
44,332
-1,641
-4% -$512K 0.09% 122
2025
Q3 		$14.2M Buy
45,973
+18,139
+65% +$5.37M 0.1% 115
2025
Q2 		$7.94M Sell
27,834
-10,769
-28% -$2.84M 0.06% 166
2025
Q1 		$9.92M Buy
38,603
+7,513
+24% +$2.04M 0.08% 129
2024
Q4 		$8.39M Buy
31,090
+928
+3% +$251K 0.09% 113
2024
Q3 		$7.94M Buy
30,162
+219
+0.7% +$55.6K 0.09% 112
2024
Q2 		$7.47M Sell
29,943
-10
-0% -$2.4K 0.09% 110
2024
Q1 		$7.18M Sell
29,953
-505
-2% -$116K 0.09% 114
2023
Q4 		$6.64M Sell
30,458
-110
-0.4% -$22.5K 0.1% 112
2023
Q3 		$5.98M Buy
30,568
+956
+3% +$195K 0.1% 109
2023
Q2 		$6M Sell
29,612
-779
-3% -$149K 0.1% 109
2023
Q1 		$5.68M Sell
30,391
-122
-0.4% -$22.2K 0.1% 105
2022
Q4 		$5.32M Buy
30,513
+9,127
+43% +$1.6M 0.1% 102
2022
Q3 		$3.5M Buy
21,386
+8,999
+73% +$1.64M 0.07% 130
2022
Q2 		$2.13M Sell
12,387
-22,942
-65% -$4.31M 0.04% 166
2022
Q1 		$7.37M Buy
35,329
+22,597
+177% +$4.64M 0.14% 81
2021
Q4 		$2.81M Buy
+12,732
New +$2.73M 0.06% 135

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HB Wealth Management's VV Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 19% in Q2 2026, selling an estimated $2.77M and leaving 35,686 shares worth $12.3M. The position accounts for 0.07% of the portfolio, ranked #150.

HB Wealth Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.2M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • HB Wealth Management held 35,686 shares of Vanguard Morningstar Large-Cap ETF worth $12.3M as of Q2 2026.
  • HB Wealth Management sold 8,303 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.77M.
  • Vanguard Morningstar Large-Cap ETF made up 0.07% of HB Wealth Management's portfolio in Q2 2026, its #150 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $14.2M in Q3 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.