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

Lifeworks 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	$4.04M	Buy	11,739 +2,722	+30%	+$908K	0.42%	70
2026 Q1	$2.69M	Sell	9,017 -1,994	-18%	-$624K	0.35%	80
2025 Q4	$3.47M	Buy	11,011 +2,651	+32%	+$828K	0.45%	74
2025 Q3	$2.57M	Buy	8,360 +1,706	+26%	+$505K	0.34%	78
2025 Q2	$1.9M	Buy	6,654 +375	+6%	+$98.8K	0.28%	86
2025 Q1	$1.61M	Buy	6,279 +527	+9%	+$143K	0.27%	90
2024 Q4	$1.55M	Buy	5,752 +526	+10%	+$143K	0.28%	93
2024 Q3	$1.38M	Buy	5,226 +1,195	+30%	+$303K	0.27%	98
2024 Q2	$1.01M	Buy	4,031 +2,004	+99%	+$481K	0.28%	85
2024 Q1	$486K	Buy	2,027 +604	+42%	+$138K	0.14%	130
2023 Q4	$311K	Buy	1,423 +111	+8%	+$22.7K	0.11%	157
2023 Q3	$257K	Buy	+1,312	New	+$267K	0.1%	163

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

Lifeworks Advisors's VV Position: Q2 2026 in Review

Lifeworks Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 30% in Q2 2026, buying an estimated $908K and bringing the position to 11,739 shares worth $4.04M. The position accounts for 0.42% of the portfolio, ranked #70.

Lifeworks Advisors first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Lifeworks Advisors held 11,739 shares of Vanguard Morningstar Large-Cap ETF worth $4.04M as of Q2 2026.
Lifeworks Advisors bought 2,722 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $908K.
Vanguard Morningstar Large-Cap ETF made up 0.42% of Lifeworks Advisors's portfolio in Q2 2026, its #70 holding.
Lifeworks Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.