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

Liberty 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	$1.02M	Hold	3,427	–	–	0.13%	95
2026 Q1	$1.02M	Sell	3,427 -15	-0.4%	-$4.69K	0.13%	95
2025 Q4	$1.08M	Buy	3,442 +2	+0.1%	+$625	0.14%	89
2025 Q3	$1.06M	Sell	3,440 -120	-3%	-$35.5K	0.15%	85
2025 Q2	$1.02M	Sell	3,560 -19	-0.5%	-$5.01K	0.16%	83
2025 Q1	$920K	Sell	3,579 -5	-0.1%	-$1.35K	0.18%	64
2024 Q4	$967K	Buy	3,584 +13	+0.4%	+$3.52K	0.16%	81
2024 Q3	$940K	Buy	3,571 +7	+0.2%	+$1.78K	0.16%	81
2024 Q2	$890K	Sell	3,564 -84	-2%	-$20.2K	0.16%	78
2024 Q1	$875K	Buy	3,648 +3,610	+9,500%	+$826K	0.17%	78
2023 Q4	$794K	Sell	38 -3,594	-99%	-$735K	0.17%	71
2023 Q3	$711K	Sell	3,632 -64	-2%	-$13K	0.18%	68
2023 Q2	$749K	Buy	3,696 +8	+0.2%	+$1.53K	0.19%	65
2023 Q1	$689K	Buy	+3,688	New	+$671K	0.14%	90
2022 Q3	$600K	Buy	3,670 +9	+0.2%	+$1.64K	0.16%	74
2022 Q2	$631K	Buy	3,661 +8	+0.2%	+$1.5K	0.26%	69
2022 Q1	$761K	Buy	+3,653	New	+$750K	0.27%	58
2021 Q4	–	Sell	-3,676	Closed	-$788K	–	74
2021 Q3	$739K	Buy	3,676 +6	+0.2%	+$1.24K	0.26%	57
2021 Q2	$737K	Buy	3,670 +49	+1%	+$9.56K	0.29%	52
2021 Q1	$640K	Hold	3,621	–	–	0.31%	48
2020 Q4	$640K	Sell	3,621 -132	-4%	-$21.9K	0.31%	48
2020 Q3	$587K	Buy	3,753 +11	+0.3%	+$1.7K	0.35%	45
2020 Q2	$535K	Sell	3,742 -3,156	-46%	-$427K	0.38%	47
2020 Q1	$817K	Sell	6,898 -245	-3%	-$34.4K	0.71%	27
2019 Q4	$1.06M	Buy	7,143 +15	+0.2%	+$2.12K	0.83%	22
2019 Q3	$972K	Buy	7,128 +23	+0.3%	+$3.12K	0.92%	21
2019 Q2	$878K	Buy	7,105 +3,023	+74%	+$400K	0.77%	21
2019 Q1	$529K	Hold	4,082	–	–	0.4%	37
2018 Q4	$468K	Buy	+4,082	New	+$505K	0.35%	41

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

Liberty Wealth Management's VV Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 3,427 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #95.

Liberty Wealth Management first reported a position in VV in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.08M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Liberty Wealth Management held 3,427 shares of Vanguard Morningstar Large-Cap ETF worth $1.02M as of Q2 2026.
Liberty Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.13% of Liberty Wealth Management's portfolio in Q2 2026, its #95 holding.
Liberty Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 29 quarters since.
Liberty Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.08M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.