Innovative Wealth Building’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Innovative Wealth Building’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	$381K	Buy	1,108 +14	+1%	+$4.67K	0.22%	51
2026 Q1	$327K	Buy	1,094 +3	+0.3%	+$939	0.23%	49
2025 Q4	$343K	Buy	1,091 +6	+0.6%	+$1.87K	0.25%	43
2025 Q3	$334K	Buy	1,085 +195	+22%	+$57.7K	0.26%	41
2025 Q2	$254K	Buy	+890	New	+$234K	0.21%	43

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Innovative Wealth Building's VV Position: Q2 2026 in Review

Innovative Wealth Building increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.3% in Q2 2026, buying an estimated $4.67K and bringing the position to 1,108 shares worth $381K. The position accounts for 0.22% of the portfolio, ranked #51.

Innovative Wealth Building first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Innovative Wealth Building held 1,108 shares of Vanguard Morningstar Large-Cap ETF worth $381K as of Q2 2026.
Innovative Wealth Building bought 14 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4.67K.
Vanguard Morningstar Large-Cap ETF made up 0.22% of Innovative Wealth Building's portfolio in Q2 2026, its #51 holding.
Innovative Wealth Building first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.