Infinity Wealth Counsel’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Infinity Wealth Counsel’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	$5.57M	Buy	16,187 +420	+3%	+$140K	4.5%	4
2026 Q1	$4.71M	Buy	15,767 +195	+1%	+$61K	4.33%	4
2025 Q4	$4.9M	Sell	15,572 -822	-5%	-$257K	4.47%	4
2025 Q3	$5.05M	Sell	16,394 -620	-4%	-$184K	4.89%	4
2025 Q2	$4.85M	Buy	17,014 +85	+0.5%	+$22.4K	4.9%	3
2025 Q1	$4.35M	Sell	16,929 -310	-2%	-$84K	4.7%	4
2024 Q4	$4.65M	Buy	+17,239	New	+$4.67M	4.96%	3

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

Infinity Wealth Counsel's VV Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.7% in Q2 2026, buying an estimated $140K and bringing the position to 16,187 shares worth $5.57M. The position accounts for 4.5% of the portfolio, ranked #4.

Infinity Wealth Counsel first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Infinity Wealth Counsel held 16,187 shares of Vanguard Morningstar Large-Cap ETF worth $5.57M as of Q2 2026.
Infinity Wealth Counsel bought 420 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $140K.
Vanguard Morningstar Large-Cap ETF made up 4.5% of Infinity Wealth Counsel's portfolio in Q2 2026, its #4 holding.
Infinity Wealth Counsel first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.