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

LPWM 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 Q3	$863K	Sell	2,454 -22	-0.9%	-$7.7K	0.19%	60
2026 Q2	$852K	Sell	2,476 -50	-2%	-$16.7K	0.19%	55
2026 Q1	$755K	Sell	2,526 -65	-3%	-$20.3K	0.19%	52
2025 Q4	$816K	Buy	2,591 +13	+0.5%	+$4.06K	0.21%	49
2025 Q3	$794K	Hold	2,578	–	–	0.21%	45
2025 Q2	$736K	Hold	2,578	–	–	0.21%	43
2025 Q1	$663K	Hold	2,578	–	–	0.21%	45
2024 Q4	$695K	Hold	2,578	–	–	0.22%	43
2024 Q3	$671K	Hold	2,578	–	–	0.22%	45
2024 Q2	$656K	Hold	2,578	–	–	0.23%	45
2024 Q1	$608K	Hold	2,578	–	–	0.22%	43
2023 Q4	$554K	Hold	2,578	–	–	0.22%	44
2023 Q3	$505K	Hold	2,578	–	–	0.23%	40
2023 Q2	$524K	Hold	2,578	–	–	0.23%	40
2023 Q1	$482K	Hold	2,578	–	–	0.23%	38
2022 Q4	$458K	Hold	2,578	–	–	0.25%	38
2022 Q3	$422K	Hold	2,578	–	–	0.25%	38
2022 Q2	$459K	Hold	2,578	–	–	0.26%	37
2022 Q1	$532K	Hold	2,578	–	–	0.26%	38
2021 Q4	$570K	Hold	2,578	–	–	0.3%	34
2021 Q3	$524K	Hold	2,578	–	–	0.31%	35
2021 Q2	$526K	Sell	2,578 -5	-0.2%	-$976	0.32%	36
2021 Q1	$484K	Hold	2,583	–	–	0.33%	34
2020 Q4	$454K	Sell	2,583 -100	-4%	-$16.6K	0.34%	34
2020 Q3	$423K	Hold	2,683	–	–	0.34%	34
2020 Q2	$384K	Hold	2,683	–	–	0.35%	30
2020 Q1	$318K	Hold	2,683	–	–	0.35%	31
2019 Q4	$397K	Buy	+2,683	New	+$380K	0.37%	28

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPWM LLC's VV Position: Q3 2026 in Review

LPWM LLC reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.89% in Q3 2026, selling an estimated $7.7K and leaving 2,454 shares worth $863K. The position accounts for 0.19% of the portfolio, ranked #60.

LPWM LLC first reported a position in VV in Q4 2019 and has held it in 28 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

LPWM LLC held 2,454 shares of Vanguard Morningstar Large-Cap ETF worth $863K as of Q3 2026.
LPWM LLC sold 22 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $7.7K.
Vanguard Morningstar Large-Cap ETF made up 0.19% of LPWM LLC's portfolio in Q3 2026, its #60 holding.
LPWM LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 28 quarters since.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.