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

Leo Wealth 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	$2.24M	Buy	7,493 +504	+7%	+$158K	0.16%	112
2025 Q4	$2.2M	Buy	6,989 +5,463	+358%	+$1.71M	0.16%	109
2025 Q3	$470K	Sell	1,526 -4,629	-75%	-$1.37M	0.06%	184
2025 Q2	$1.76M	Buy	+6,155	New	+$1.62M	0.14%	129
2025 Q1	–	Sell	-5,263	Closed	-$1.42M	–	375
2024 Q4	$1.42M	Buy	5,263 +11	+0.2%	+$2.98K	0.13%	126
2024 Q3	$1.38M	Sell	5,252 -332	-6%	-$84.2K	0.13%	126
2024 Q2	$1.4M	Sell	5,584 -2,129	-28%	-$511K	0.14%	113
2024 Q1	$1.85M	Buy	7,713 +7	+0.1%	+$1.6K	0.19%	94
2023 Q4	$1.81M	Buy	+7,706	New	+$1.58M	0.19%	90

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

Leo Wealth LLC's VV Position: Q1 2026 in Review

Leo Wealth LLC increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.2% in Q1 2026, buying an estimated $158K and bringing the position to 7,493 shares worth $2.24M. The position accounts for 0.16% of the portfolio, ranked #112.

Leo Wealth LLC first reported a position in VV in Q4 2023 and has held it in 9 quarters since. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Leo Wealth LLC held 7,493 shares of Vanguard Morningstar Large-Cap ETF worth $2.24M as of Q1 2026.
Leo Wealth LLC bought 504 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $158K.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Leo Wealth LLC's portfolio in Q1 2026, its #112 holding.
Leo Wealth LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 9 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.