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 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%	-$3.81K	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

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

High Net Worth Advisory Group's VV Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.11% in Q2 2026, buying an estimated $1.33K and bringing the position to 3,501 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #90.

High Net Worth Advisory Group first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

High Net Worth Advisory Group held 3,501 shares of Vanguard Morningstar Large-Cap ETF worth $1.2M as of Q2 2026.
High Net Worth Advisory Group bought 4 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.33K.
Vanguard Morningstar Large-Cap ETF made up 0.26% of High Net Worth Advisory Group's portfolio in Q2 2026, its #90 holding.
High Net Worth Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.