Independent Wealth Network’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Independent Wealth Network’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	$329K	Sell	958 -17	-2%	-$5.67K	0.08%	235
2026 Q1	$291K	Buy	+975	New	+$305K	0.09%	222
2022 Q1	–	Sell	-1,297	Closed	-$287K	–	243
2021 Q4	$287K	Buy	1,297 +7	+0.5%	+$1.5K	0.18%	140
2021 Q3	$281K	Buy	+1,290	New	+$267K	0.18%	139

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

Independent Wealth Network's VV Position: Q2 2026 in Review

Independent Wealth Network reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.7% in Q2 2026, selling an estimated $5.67K and leaving 958 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #235.

Independent Wealth Network first reported a position in VV in Q3 2021 and has held it in 4 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Independent Wealth Network held 958 shares of Vanguard Morningstar Large-Cap ETF worth $329K as of Q2 2026.
Independent Wealth Network sold 17 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $5.67K.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #235 holding.
Independent Wealth Network first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 4 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.