Kingswood Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Kingswood Wealth Advisors’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	$6.95M	Sell	20,220 -94	-0.5%	-$31.4K	0.28%	76
2026 Q1	$6.07M	Buy	20,314 +846	+4%	+$265K	0.29%	76
2025 Q4	$6.13M	Buy	19,468 +1,332	+7%	+$416K	0.3%	80
2025 Q3	$5.58M	Buy	18,136 +12,415	+217%	+$3.68M	0.34%	60
2025 Q2	$1.63M	Buy	5,721 +361	+7%	+$95.1K	0.13%	172
2025 Q1	$1.38M	Buy	5,360 +1,387	+35%	+$376K	0.13%	191
2024 Q4	$1.07M	Sell	3,973 -8,305	-68%	-$2.25M	0.08%	258
2024 Q3	$3.23M	Buy	12,278 +9,822	+400%	+$2.49M	0.23%	104
2024 Q2	$613K	Buy	2,456 +1,416	+136%	+$340K	0.06%	332
2024 Q1	$250K	Sell	1,040 -461	-31%	-$105K	0.03%	534
2023 Q4	$327K	Buy	1,501 +353	+31%	+$72.2K	0.04%	444
2023 Q3	$225K	Buy	+1,148	New	+$234K	0.04%	369

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

Kingswood Wealth Advisors's VV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.46% in Q2 2026, selling an estimated $31.4K and leaving 20,220 shares worth $6.95M. The position accounts for 0.28% of the portfolio, ranked #76.

Kingswood Wealth Advisors first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Kingswood Wealth Advisors held 20,220 shares of Vanguard Morningstar Large-Cap ETF worth $6.95M as of Q2 2026.
Kingswood Wealth Advisors sold 94 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $31.4K.
Vanguard Morningstar Large-Cap ETF made up 0.28% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.