Maridea Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Maridea Wealth Management’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	$1.78M	Buy	5,166 +1,188	+30%	+$396K	0.19%	129
2026 Q1	$1.19M	Sell	3,978 -316	-7%	-$98.9K	0.17%	140
2025 Q4	$1.35M	Sell	4,294 -300	-7%	-$93.7K	0.2%	124
2025 Q3	$1.43M	Buy	4,594 +99	+2%	+$29.3K	0.22%	109
2025 Q2	$1.28M	Buy	4,495 +1,076	+31%	+$284K	0.33%	64
2025 Q1	$879K	Sell	3,419 -330	-9%	-$89.4K	0.29%	66
2024 Q4	$1.01M	Buy	+3,749	New	+$1.02M	0.33%	53

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

Maridea Wealth Management's VV Position: Q2 2026 in Review

Maridea Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 30% in Q2 2026, buying an estimated $396K and bringing the position to 5,166 shares worth $1.78M. The position accounts for 0.19% of the portfolio, ranked #129.

Maridea Wealth Management first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Maridea Wealth Management held 5,166 shares of Vanguard Morningstar Large-Cap ETF worth $1.78M as of Q2 2026.
Maridea Wealth Management bought 1,188 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $396K.
Vanguard Morningstar Large-Cap ETF made up 0.19% of Maridea Wealth Management's portfolio in Q2 2026, its #129 holding.
Maridea Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.