KFA Private Wealth Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

KFA Private Wealth Group’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	$486K	Buy	1,413 +192	+16%	+$64K	0.12%	84
2026 Q1	$365K	Hold	1,221	–	–	0.09%	112
2025 Q4	$384K	Hold	1,221	–	–	0.09%	99
2025 Q3	$376K	Hold	1,221	–	–	0.11%	89
2025 Q2	$348K	Hold	1,221	–	–	0.11%	94
2025 Q1	$314K	Hold	1,221	–	–	0.11%	81
2024 Q4	$329K	Buy	+1,221	New	+$331K	0.14%	67

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

KFA Private Wealth Group's VV Position: Q2 2026 in Review

KFA Private Wealth Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, buying an estimated $64K and bringing the position to 1,413 shares worth $486K. The position accounts for 0.12% of the portfolio, ranked #84.

KFA Private Wealth Group 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.

KFA Private Wealth Group held 1,413 shares of Vanguard Morningstar Large-Cap ETF worth $486K as of Q2 2026.
KFA Private Wealth Group bought 192 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $64K.
Vanguard Morningstar Large-Cap ETF made up 0.12% of KFA Private Wealth Group's portfolio in Q2 2026, its #84 holding.
KFA Private Wealth Group 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 KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.