Kiley Juergens Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Kiley Juergens 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	$407K	Sell	1,184 -225	-16%	-$75.1K	0.06%	163
2026 Q1	$421K	Buy	+1,409	New	+$441K	0.07%	147
2018 Q4	–	Sell	-396	Closed	-$52K	–	649
2018 Q3	$52K	Hold	396	–	–	0.04%	232
2018 Q2	$49K	Buy	+396	New	+$49.2K	0.04%	205
2018 Q1	–	Sell	-380	Closed	-$46K	–	602
2017 Q4	$46K	Buy	+380	New	+$45.4K	0.04%	211

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

Kiley Juergens Wealth Management's VV Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, selling an estimated $75.1K and leaving 1,184 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #163.

Kiley Juergens Wealth Management first reported a position in VV in Q4 2017 and has held it in 5 quarters since. The position peaked at $421K in Q1 2026. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Kiley Juergens Wealth Management held 1,184 shares of Vanguard Morningstar Large-Cap ETF worth $407K as of Q2 2026.
Kiley Juergens Wealth Management sold 225 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $75.1K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #163 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 5 quarters since.
Kiley Juergens Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $421K in Q1 2026.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.