MSWMA
VV icon

Market Street Wealth Management Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Market Street Wealth Management Advisors’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 		$2.61M Sell
7,576
-121
-2% -$40.4K 0.37% 34
2026
Q1 		$2.3M Sell
7,697
-182
-2% -$56.9K 0.36% 33
2025
Q4 		$2.48M Sell
7,879
-13
-0.2% -$4.06K 0.39% 34
2025
Q3 		$2.43M Sell
7,892
-173
-2% -$51.2K 0.39% 34
2025
Q2 		$2.3M Sell
8,065
-20
-0.2% -$5.27K 0.38% 35
2025
Q1 		$2.08M Sell
8,085
-1,423
-15% -$385K 0.35% 35
2024
Q4 		$2.56M Sell
9,508
-18
-0.2% -$4.88K 0.43% 31
2024
Q3 		$2.51M Sell
9,526
-193
-2% -$49K 0.41% 33
2024
Q2 		$2.43M Hold
9,719
– – 0.42% 32
2024
Q1 		$2.33M Sell
9,719
-319
-3% -$73K 0.41% 31
2023
Q4 		$2.19M Sell
10,038
-1,759
-15% -$360K 0.46% 33
2023
Q3 		$2.31M Buy
11,797
+511
+5% +$104K 0.59% 31
2023
Q2 		$2.29M Sell
11,286
-50
-0.4% -$9.58K 0.58% 30
2023
Q1 		$2.12M Sell
11,336
-526
-4% -$95.8K 0.56% 31
2022
Q4 		$2.07M Buy
11,862
+2,209
+23% +$388K 0.6% 34
2022
Q3 		$1.58M Sell
9,653
-1,490
-13% -$271K 0.5% 45
2022
Q2 		$1.92M Buy
11,143
+504
+5% +$94.6K 0.59% 36
2022
Q1 		$2.22M Buy
+10,639
New +$2.19M 0.79% 27

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
JJBC
James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return

Market Street Wealth Management Advisors's VV Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.6% in Q2 2026, selling an estimated $40.4K and leaving 7,576 shares worth $2.61M. The position accounts for 0.37% of the portfolio, ranked #34.

Market Street Wealth Management Advisors first reported a position in VV in Q1 2022 and has held it in 18 quarters since. 922 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Market Street Wealth Management Advisors held 7,576 shares of Vanguard Morningstar Large-Cap ETF worth $2.61M as of Q2 2026.
  • Market Street Wealth Management Advisors sold 121 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $40.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.37% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #34 holding.
  • Market Street Wealth Management Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 922 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.