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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPWM LLC's VV Position: Q2 2026 in Review

LPWM LLC reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q2 2026, selling an estimated $16.7K and leaving 2,476 shares worth $852K. The position accounts for 0.19% of the portfolio, ranked #55.

LPWM LLC first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 1,373 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • LPWM LLC held 2,476 shares of Vanguard Morningstar Large-Cap ETF worth $852K as of Q2 2026.
  • LPWM LLC sold 50 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.19% of LPWM LLC's portfolio in Q2 2026, its #55 holding.
  • LPWM LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.