Laurel Oak Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Laurel Oak 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	$1.19M	Hold	3,466	–	–	0.17%	107
2026 Q1	$1.04M	Hold	3,466	–	–	0.17%	100
2025 Q4	$1.09M	Buy	+3,466	New	+$1.08M	0.18%	99

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

Laurel Oak Wealth Management's VV Position: Q2 2026 in Review

Laurel Oak Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 3,466 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #107.

Laurel Oak Wealth Management first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,367 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Laurel Oak Wealth Management held 3,466 shares of Vanguard Morningstar Large-Cap ETF worth $1.19M as of Q2 2026.
Laurel Oak Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.17% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #107 holding.
Laurel Oak Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,367 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.