Journey Strategic Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Journey Strategic Wealth’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 Q1	$919K	Buy	3,076 +25	+0.8%	+$7.82K	0.02%	199
2025 Q4	$960K	Buy	3,051 +57	+2%	+$17.8K	0.03%	188
2025 Q3	$922K	Sell	2,994 -27	-0.9%	-$8K	0.03%	181
2025 Q2	$862K	Buy	+3,021	New	+$796K	0.03%	194
2023 Q3	–	Sell	-12,176	Closed	-$2.47M	–	225
2023 Q2	$2.47M	Sell	12,176 -3,425	-22%	-$657K	0.11%	30
2023 Q1	$2.91M	Buy	15,601 +6,364	+69%	+$1.16M	0.31%	25
2022 Q4	$1.61M	Buy	+9,237	New	+$1.62M	0.19%	37

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Journey Strategic Wealth's VV Position: Q1 2026 in Review

Journey Strategic Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.82% in Q1 2026, buying an estimated $7.82K and bringing the position to 3,076 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #199.

Journey Strategic Wealth first reported a position in VV in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.91M in Q1 2023. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Journey Strategic Wealth held 3,076 shares of Vanguard Morningstar Large-Cap ETF worth $919K as of Q1 2026.
Journey Strategic Wealth bought 25 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $7.82K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #199 holding.
Journey Strategic Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 7 quarters since.
Journey Strategic Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $2.91M in Q1 2023.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.