KWMG LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

KWMG LLC’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	–	Sell	-3,477	Closed	-$1.09M	–	153
2025 Q4	$1.09M	Hold	3,477	–	–	0.09%	101
2025 Q3	$1.07M	Hold	3,477	–	–	0.09%	99
2025 Q2	$992K	Hold	3,477	–	–	0.09%	100
2025 Q1	$894K	Hold	3,477	–	–	0.09%	104
2024 Q4	$938K	Hold	3,477	–	–	0.1%	101
2024 Q3	$915K	Hold	3,477	–	–	0.09%	103
2024 Q2	$868K	Hold	3,477	–	–	0.09%	102
2024 Q1	$834K	Hold	3,477	–	–	0.09%	100
2023 Q4	$759K	Hold	3,477	–	–	0.09%	106
2023 Q3	$680K	Hold	3,477	–	–	0.09%	107
2023 Q2	$705K	Hold	3,477	–	–	0.09%	109
2023 Q1	$650K	Sell	3,477 -1,364	-28%	-$248K	0.09%	110
2022 Q4	$843K	Hold	4,841	–	–	0.12%	108
2022 Q3	$792K	Hold	4,841	–	–	0.12%	108
2022 Q2	$834K	Hold	4,841	–	–	0.13%	109
2022 Q1	$1.01M	Hold	4,841	–	–	0.14%	106
2021 Q4	$1.07M	Hold	4,841	–	–	0.14%	107
2021 Q3	$973K	Sell	4,841 -81	-2%	-$16.7K	0.14%	106
2021 Q2	$994K	Hold	4,922	–	–	0.15%	107
2021 Q1	$912K	Sell	4,922 -224	-4%	-$40.6K	0.15%	108
2020 Q4	$904K	Buy	5,146 +224	+5%	+$37.2K	0.16%	109
2020 Q3	$770K	Hold	4,922	–	–	0.16%	105
2020 Q2	$704K	Hold	4,922	–	–	0.15%	108
2020 Q1	$583K	Buy	+4,922	New	+$692K	0.16%	107

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KWMG LLC's VV Position: Q1 2026 in Review

KWMG LLC sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 3,477 shares — an estimated $1.09M sold.

KWMG LLC first reported a position in VV in Q1 2020 and held it in 24 quarters. The position peaked at $1.09M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

KWMG LLC reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
KWMG LLC sold 3,477 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $1.09M.
KWMG LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 24 quarters.
KWMG LLC's Vanguard Morningstar Large-Cap ETF position peaked at $1.09M in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on KWMG LLC's 13F filing for Q1 2026, filed 9 Apr 2026.