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 Q3	$430K	Sell	1,221 -192	-14%	-$67.2K	0.1%	92
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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

KFA Private Wealth Group's VV Position: Q3 2026 in Review

KFA Private Wealth Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 14% in Q3 2026, selling an estimated $67.2K and leaving 1,221 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #92.

KFA Private Wealth Group first reported a position in VV in Q4 2024 and has held it in 8 quarters since. The position peaked at $486K in Q2 2026. 114 funds tracked by Wall St. Rank hold VV as of Q3 2026.

KFA Private Wealth Group held 1,221 shares of Vanguard Morningstar Large-Cap ETF worth $430K as of Q3 2026.
KFA Private Wealth Group sold 192 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $67.2K.
Vanguard Morningstar Large-Cap ETF made up 0.1% of KFA Private Wealth Group's portfolio in Q3 2026, its #92 holding.
KFA Private Wealth Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
KFA Private Wealth Group's Vanguard Morningstar Large-Cap ETF position peaked at $486K in Q2 2026.
114 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.