MWP
VV icon

Madison Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Madison Wealth Partners’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
Q1 		$883K Buy
2,955
+1
+0% +$313 0.14% 75
2025
Q4 		$930K Buy
2,954
+2
+0.1% +$625 0.17% 61
2025
Q3 		$909K Sell
2,952
-17
-0.6% -$5.03K 0.18% 60
2025
Q2 		$847K Sell
2,969
-113
-4% -$29.8K 0.18% 59
2025
Q1 		$792K Hold
3,082
– – 0.2% 60
2024
Q4 		$831K Hold
3,082
– – 0.23% 54
2024
Q3 		$812K Hold
3,082
– – 0.24% 55
2024
Q2 		$769K Sell
3,082
-26
-0.8% -$6.25K 0.26% 49
2024
Q1 		$745K Hold
3,108
– – 0.27% 50
2023
Q4 		$678K Hold
3,108
– – 0.27% 50
2023
Q3 		$608K Hold
3,108
– – 0.31% 39
2023
Q2 		$630K Buy
3,108
+100
+3% +$19.2K 0.29% 40
2023
Q1 		$562K Hold
3,008
– – 0.28% 40
2022
Q4 		$524K Buy
3,008
+165
+6% +$28.9K 0.31% 38
2022
Q3 		$465K Hold
2,843
– – 0.3% 40
2022
Q2 		$490K Sell
2,843
-83
-3% -$15.6K 0.31% 38
2022
Q1 		$610K Buy
2,926
+410
+16% +$84.2K 0.34% 33
2021
Q4 		$556K Hold
2,516
– – 0.28% 32
2021
Q3 		$506K Buy
2,516
+237
+10% +$49K 0.29% 33
2021
Q2 		$458K Buy
2,279
+214
+10% +$41.8K 0.26% 35
2021
Q1 		$363K Hold
2,065
– – 0.26% 31
2020
Q4 		$362K Buy
+2,065
New +$343K 0.24% 32

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Madison Wealth Partners's VV Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.03% in Q1 2026, buying an estimated $313 and bringing the position to 2,955 shares worth $883K. The position accounts for 0.14% of the portfolio, ranked #75.

Madison Wealth Partners first reported a position in VV in Q4 2020 and has held it in 22 quarters since. The position peaked at $930K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Madison Wealth Partners held 2,955 shares of Vanguard Morningstar Large-Cap ETF worth $883K as of Q1 2026.
  • Madison Wealth Partners bought 1 Vanguard Morningstar Large-Cap ETF share in Q1 2026, an estimated $313.
  • Vanguard Morningstar Large-Cap ETF made up 0.14% of Madison Wealth Partners's portfolio in Q1 2026, its #75 holding.
  • Madison Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's Vanguard Morningstar Large-Cap ETF position peaked at $930K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.