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McAdam LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

McAdam LLC’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 		$5.16M Sell
15,002
-4,815
-24% -$1.61M 0.2% 55
2026
Q1 		$5.92M Sell
19,817
-1,501
-7% -$470K 0.27% 49
2025
Q4 		$6.71M Sell
21,318
-395
-2% -$123K 0.31% 39
2025
Q3 		$6.68M Sell
21,713
-824
-4% -$244K 0.33% 37
2025
Q2 		$6.43M Buy
22,537
+12,468
+124% +$3.29M 0.35% 38
2025
Q1 		$2.59M Sell
10,069
-185
-2% -$50.1K 0.16% 80
2024
Q4 		$2.77M Sell
10,254
-4,479
-30% -$1.21M 0.15% 77
2024
Q3 		$3.88M Sell
14,733
-443
-3% -$112K 0.22% 63
2024
Q2 		$3.79M Sell
15,176
-483
-3% -$116K 0.23% 58
2024
Q1 		$3.75M Sell
15,659
-371
-2% -$84.9K 0.24% 57
2023
Q4 		$3.5M Buy
16,030
+901
+6% +$184K 0.25% 54
2023
Q3 		$2.96M Buy
15,129
+47
+0.3% +$9.57K 0.24% 55
2023
Q2 		$3.06M Sell
15,082
-658
-4% -$126K 0.25% 55
2023
Q1 		$2.94M Buy
+15,740
New +$2.87M 0.26% 58
2022
Q4 		– Sell
-16,440
Closed -$2.69M – 234
2022
Q3 		$2.69M Buy
16,440
+2,317
+16% +$421K 0.29% 59
2022
Q2 		$2.43M Buy
+14,123
New +$2.65M 0.26% 62

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

McAdam LLC's VV Position: Q2 2026 in Review

McAdam LLC reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 24% in Q2 2026, selling an estimated $1.61M and leaving 15,002 shares worth $5.16M. The position accounts for 0.2% of the portfolio, ranked #55.

McAdam LLC first reported a position in VV in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.71M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • McAdam LLC held 15,002 shares of Vanguard Morningstar Large-Cap ETF worth $5.16M as of Q2 2026.
  • McAdam LLC sold 4,815 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.61M.
  • Vanguard Morningstar Large-Cap ETF made up 0.2% of McAdam LLC's portfolio in Q2 2026, its #55 holding.
  • McAdam LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • McAdam LLC's Vanguard Morningstar Large-Cap ETF position peaked at $6.71M in Q4 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.