Institute for Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Institute for Wealth Management’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	$27.2K	Buy	+79	New	+$26.4K	﹤0.01%	1040
2020 Q1	–	Sell	-248	Closed	-$37K	–	675
2019 Q4	$37K	Buy	+248	New	+$35.1K	0.01%	531

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

Institute for Wealth Management's VV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 79 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #1040 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VV as recently as Q4 2019.

Institute for Wealth Management first reported a position in VV in Q4 2019 and has held it in 2 quarters since. The position peaked at $37K in Q4 2019. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Institute for Wealth Management held 79 shares of Vanguard Morningstar Large-Cap ETF worth $27.2K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1040 holding.
Institute for Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $37K in Q4 2019.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.