MWG
VV icon

Martin Worley Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Martin Worley Group’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
2025
Q2 		$328K Buy
1,148
+77
+7% +$20.3K 0.16% 73
2025
Q1 		$275K Hold
1,071
– – 0.16% 71
2024
Q4 		$289K Buy
+1,071
New +$290K 0.18% 72

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Martin Worley Group's VV Position: Q2 2025 in Review

Martin Worley Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.2% in Q2 2025, buying an estimated $20.3K and bringing the position to 1,148 shares worth $328K. The position accounts for 0.16% of the portfolio, ranked #73.

Martin Worley Group first reported a position in VV in Q4 2024 and has held it in 3 quarters since. 1,227 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Martin Worley Group held 1,148 shares of Vanguard Morningstar Large-Cap ETF worth $328K as of Q2 2025.
  • Martin Worley Group bought 77 Vanguard Morningstar Large-Cap ETF shares in Q2 2025, an estimated $20.3K.
  • Vanguard Morningstar Large-Cap ETF made up 0.16% of Martin Worley Group's portfolio in Q2 2025, its #73 holding.
  • Martin Worley Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.