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

Marietta 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 		$7.69M Sell
22,363
-45
-0.2% -$15K 0.79% 57
2026
Q1 		$6.7M Buy
22,408
+29
+0.1% +$9.07K 0.8% 59
2025
Q4 		$7.04M Sell
22,379
-317
-1% -$99K 0.81% 55
2025
Q3 		$6.99M Buy
22,696
+181
+0.8% +$53.6K 0.85% 43
2025
Q2 		$6.42M Buy
22,515
+344
+2% +$90.6K 0.84% 50
2025
Q1 		$5.7M Buy
22,171
+1,351
+6% +$366K 0.84% 58
2024
Q4 		$5.62M Buy
20,820
+174
+0.8% +$47.1K 0.81% 58
2024
Q3 		$5.44M Buy
20,646
+320
+2% +$81.2K 0.79% 59
2024
Q2 		$5.07M Buy
20,326
+9
+0% +$2.16K 0.79% 57
2024
Q1 		$4.87M Buy
20,317
+218
+1% +$49.9K 0.8% 58
2023
Q4 		$4.38M Buy
20,099
+250
+1% +$51.1K 0.78% 59
2023
Q3 		$3.88M Sell
19,849
-81
-0.4% -$16.5K 0.77% 61
2023
Q2 		$4.04M Sell
19,930
-703
-3% -$135K 0.76% 62
2023
Q1 		$3.85M Sell
20,633
-666
-3% -$121K 0.82% 57
2022
Q4 		$3.71M Sell
21,299
-343
-2% -$60.2K 0.84% 58
2022
Q3 		$3.54M Buy
21,642
+873
+4% +$159K 0.88% 53
2022
Q2 		$3.58M Buy
20,769
+981
+5% +$184K 0.87% 52
2022
Q1 		$4.13M Buy
19,788
+1,337
+7% +$275K 0.86% 52
2021
Q4 		$4.08M Sell
18,451
-568
-3% -$122K 0.82% 51
2021
Q3 		$3.82M Buy
19,019
+226
+1% +$46.7K 0.83% 52
2021
Q2 		$3.77M Sell
18,793
-18
-0.1% -$3.51K 0.85% 51
2021
Q1 		$3.49M Buy
18,811
+1,106
+6% +$200K 0.87% 51
2020
Q4 		$3.11M Sell
17,705
-90
-0.5% -$15K 0.86% 53
2020
Q3 		$2.78M Buy
+17,795
New +$2.74M 0.87% 54

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

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

Marietta Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.2% in Q2 2026, selling an estimated $15K and leaving 22,363 shares worth $7.69M. The position accounts for 0.79% of the portfolio, ranked #57.

Marietta Wealth Management first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Marietta Wealth Management held 22,363 shares of Vanguard Morningstar Large-Cap ETF worth $7.69M as of Q2 2026.
  • Marietta Wealth Management sold 45 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15K.
  • Vanguard Morningstar Large-Cap ETF made up 0.79% of Marietta Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Marietta Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.