IHT Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.18M | Sell |
9,259
-440
| -5% | -$147K | 0.07% | 291 |
|
|
2026
Q1 | $2.9M | Buy |
9,699
+865
| +10% | +$271K | 0.07% | 288 |
|
|
2025
Q4 | $2.78M | Buy |
8,834
+317
| +4% | +$99K | 0.07% | 277 |
|
|
2025
Q3 | $2.62M | Sell |
8,517
-77
| -0.9% | -$22.8K | 0.07% | 273 |
|
|
2025
Q2 | $2.45M | Buy |
8,594
+233
| +3% | +$61.4K | 0.07% | 272 |
|
|
2025
Q1 | $2.15M | Buy |
8,361
+911
| +12% | +$247K | 0.07% | 278 |
|
|
2024
Q4 | $2.01M | Buy |
7,450
+437
| +6% | +$118K | 0.06% | 279 |
|
|
2024
Q3 | $1.85M | Buy |
7,013
+248
| +4% | +$62.9K | 0.05% | 340 |
|
|
2024
Q2 | $1.69M | Buy |
6,765
+355
| +6% | +$85.3K | 0.06% | 288 |
|
|
2024
Q1 | $1.54M | Sell |
6,410
-319
| -5% | -$73K | 0.06% | 320 |
|
|
2023
Q4 | $1.47M | Buy |
6,729
+104
| +2% | +$21.3K | 0.07% | 291 |
|
|
2023
Q3 | $1.3M | Buy |
6,625
+67
| +1% | +$13.6K | 0.07% | 290 |
|
|
2023
Q2 | $1.33M | Buy |
6,558
+558
| +9% | +$107K | 0.07% | 269 |
|
|
2023
Q1 | $1.12M | Sell |
6,000
-402
| -6% | -$73.2K | 0.06% | 284 |
|
|
2022
Q4 | $1.12M | Sell |
6,402
-286
| -4% | -$50.2K | 0.07% | 282 |
|
|
2022
Q3 | $1.09M | Buy |
6,688
+343
| +5% | +$62.4K | 0.08% | 262 |
|
|
2022
Q2 | $1.09M | Sell |
6,345
-830
| -12% | -$156K | 0.1% | 225 |
|
|
2022
Q1 | $1.5M | Buy |
7,175
+626
| +10% | +$129K | 0.11% | 184 |
|
|
2021
Q4 | $1.45M | Buy |
6,549
+155
| +2% | +$33.2K | 0.11% | 191 |
|
|
2021
Q3 | $1.28M | Buy |
6,394
+771
| +14% | +$159K | 0.1% | 196 |
|
|
2021
Q2 | $1.13M | Buy |
5,623
+62
| +1% | +$12.1K | 0.07% | 296 |
|
|
2021
Q1 | $1.03M | Buy |
+5,561
| New | +$1.01M | 0.07% | 260 |
|
|
2019
Q4 | – | Sell |
-2,826
| Closed | -$385K | – | 647 |
|
|
2019
Q3 | $385K | Sell |
2,826
-671
| -19% | -$91.1K | 0.05% | 369 |
|
|
2019
Q2 | $471K | Sell |
3,497
-59
| -2% | -$7.81K | 0.07% | 297 |
|
|
2019
Q1 | $462K | Hold |
3,556
| – | – | 0.08% | 278 |
|
|
2018
Q4 | $408K | Buy |
3,556
+438
| +14% | +$54.2K | 0.08% | 276 |
|
|
2018
Q3 | $416K | Hold |
3,118
| – | – | 0.09% | 256 |
|
|
2018
Q2 | $389K | Buy |
3,118
+378
| +14% | +$47K | 0.1% | 243 |
|
|
2018
Q1 | $324K | Buy |
2,740
+2,710
| +9,033% | +$340K | 0.09% | 257 |
|
|
2017
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 1395 |
|
|
2017
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 1133 |
|
|
2017
Q2 | $4K | Buy |
+30
| New | +$3.3K | ﹤0.01% | 1142 |
|
Other funds holding VV
NMIFOAC
JFGLC
IHT Wealth Management's VV Position: Q2 2026 in Review
IHT Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.5% in Q2 2026, selling an estimated $147K and leaving 9,259 shares worth $3.18M. The position accounts for 0.07% of the portfolio, ranked #291.
IHT Wealth Management first reported a position in VV in Q2 2017 and has held it in 32 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.
- IHT Wealth Management held 9,259 shares of Vanguard Morningstar Large-Cap ETF worth $3.18M as of Q2 2026.
- IHT Wealth Management sold 440 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $147K.
- Vanguard Morningstar Large-Cap ETF made up 0.07% of IHT Wealth Management's portfolio in Q2 2026, its #291 holding.
- IHT Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2017 and has held it in 32 quarters since.
- 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.