M.E. Allison & Co’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

M.E. Allison & Co’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	$555K	Buy	1,578 +1	+0.1%	+$350	0.31%	88
2026 Q2	$542K	Hold	1,577	–	–	0.31%	87
2026 Q1	$471K	Buy	1,577 +1	+0.1%	+$313	0.31%	87
2025 Q4	$496K	Buy	1,576 +1	+0.1%	+$312	0.34%	78
2025 Q3	$485K	Hold	1,575	–	–	0.34%	76
2025 Q2	$449K	Hold	1,575	–	–	0.36%	70
2025 Q1	$405K	Buy	1,575 +1	+0.1%	+$271	0.4%	77
2024 Q4	$425K	Buy	+1,574	New	+$426K	0.47%	63

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 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

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

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

Arbor Wealth Management (Arizona) Tempe, Arizona $112M AUM 8% 1-Year Est. Return

M.E. Allison & Co's VV Position: Q3 2026 in Review

M.E. Allison & Co increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.06% in Q3 2026, buying an estimated $350 and bringing the position to 1,578 shares worth $555K. The position accounts for 0.31% of the portfolio, ranked #88.

M.E. Allison & Co first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 395 funds tracked by Wall St. Rank hold VV as of Q3 2026.

M.E. Allison & Co held 1,578 shares of Vanguard Morningstar Large-Cap ETF worth $555K as of Q3 2026.
M.E. Allison & Co bought 1 Vanguard Morningstar Large-Cap ETF share in Q3 2026, an estimated $350.
Vanguard Morningstar Large-Cap ETF made up 0.31% of M.E. Allison & Co's portfolio in Q3 2026, its #88 holding.
M.E. Allison & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
395 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.