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

Hilltop 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	$292K	Hold	849	–	–	0.14%	58
2026 Q1	$254K	Hold	849	–	–	0.15%	46
2025 Q4	$267K	Sell	849 -21	-2%	-$6.56K	0.13%	47
2025 Q3	$268K	Hold	870	–	–	0.14%	48
2025 Q2	$248K	Hold	870	–	–	0.14%	44
2025 Q1	$224K	Sell	870 -51	-6%	-$13.8K	0.13%	49
2024 Q4	$248K	Hold	921	–	–	0.13%	44
2024 Q3	$242K	Hold	921	–	–	0.11%	45
2024 Q2	$230K	Sell	921 -1	-0.1%	-$240	0.12%	45
2024 Q1	$221K	Sell	922 -8	-0.9%	-$1.83K	0.11%	44
2023 Q4	$203K	Buy	+930	New	+$190K	0.12%	42
2022 Q2	–	Sell	-1,112	Closed	-$232K	–	33
2022 Q1	$232K	Sell	1,112 -24	-2%	-$4.93K	0.2%	30
2021 Q4	$251K	Sell	1,136 -21	-2%	-$4.5K	0.17%	35
2021 Q3	$232K	Sell	1,157 -27	-2%	-$5.58K	0.16%	35
2021 Q2	$238K	Hold	1,184	–	–	0.17%	35
2021 Q1	$219K	Sell	1,184 -37	-3%	-$6.71K	0.17%	35
2020 Q4	$215K	Buy	+1,221	New	+$203K	0.19%	33
2020 Q1	–	Sell	-1,471	Closed	-$217K	–	30
2019 Q4	$217K	Buy	+1,471	New	+$208K	0.23%	29

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

Hilltop Wealth Advisors's VV Position: Q2 2026 in Review

Hilltop Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 849 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #58.

Hilltop Wealth Advisors first reported a position in VV in Q4 2019 and has held it in 18 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Hilltop Wealth Advisors held 849 shares of Vanguard Morningstar Large-Cap ETF worth $292K as of Q2 2026.
Hilltop Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Hilltop Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 18 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.