High Net Worth Advisory Group
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High Net Worth Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

High Net Worth Advisory Group’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 		$1.23M Buy
3,504
+3
+0.1% +$1.05K 0.26% 87
2026
Q2 		$1.2M Buy
3,501
+4
+0.1% +$1.33K 0.26% 90
2026
Q1 		$1.05M Sell
3,497
-36
-1% -$11.3K 0.24% 96
2025
Q4 		$1.11M Buy
3,533
+76
+2% +$23.7K 0.26% 86
2025
Q3 		$1.06M Buy
3,457
+2
+0.1% +$592 0.26% 89
2025
Q2 		$986K Sell
3,455
-92
-3% -$24.2K 0.26% 84
2025
Q1 		$912K Sell
3,547
-145
-4% -$39.3K 0.26% 89
2024
Q4 		$996K Sell
3,692
-60
-2% -$16.3K 0.28% 80
2024
Q3 		$988K Sell
3,752
-15
-0.4% -$3.8K 0.27% 85
2024
Q2 		$941K Sell
3,767
-1
-0% -$240 0.29% 79
2024
Q1 		$904K Sell
3,768
-352
-9% -$80.5K 0.28% 83
2023
Q4 		$899K Sell
4,120
-300
-7% -$61.3K 0.33% 76
2023
Q3 		$865K Sell
4,420
-18
-0.4% -$3.67K 0.35% 72
2023
Q2 		$900K Sell
4,438
-150
-3% -$28.8K 0.35% 73
2023
Q1 		$857K Sell
4,588
-61
-1% -$11.1K 0.35% 76
2022
Q4 		$810K Hold
4,649
– – 0.31% 77
2022
Q3 		$760K Sell
4,649
-300
-6% -$54.5K 0.32% 72
2022
Q2 		$853K Sell
4,949
-195
-4% -$36.6K 0.35% 67
2022
Q1 		$1.07M Buy
5,144
+5
+0.1% +$1.03K 0.39% 62
2021
Q4 		$1.14M Buy
+5,139
New +$1.1M 0.4% 59

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wealthquest
Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

High Net Worth Advisory Group's VV Position: Q3 2026 in Review

High Net Worth Advisory Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.09% in Q3 2026, buying an estimated $1.05K and bringing the position to 3,504 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #87.

High Net Worth Advisory Group first reported a position in VV in Q4 2021 and has held it in 20 quarters since. 1,136 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • High Net Worth Advisory Group held 3,504 shares of Vanguard Morningstar Large-Cap ETF worth $1.23M as of Q3 2026.
  • High Net Worth Advisory Group bought 3 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.05K.
  • Vanguard Morningstar Large-Cap ETF made up 0.26% of High Net Worth Advisory Group's portfolio in Q3 2026, its #87 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.