McKinley Carter Wealth Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

McKinley Carter Wealth Services’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	$260K	Sell	757 -25	-3%	-$8.34K	0.01%	293
2026 Q1	$234K	Hold	782	–	–	0.01%	288
2025 Q4	$246K	Buy	782 +2	+0.3%	+$625	0.01%	295
2025 Q3	$240K	Buy	780 +1	+0.1%	+$296	0.01%	296
2025 Q2	$222K	Sell	779 -6	-0.8%	-$1.58K	0.01%	294
2025 Q1	$202K	Buy	785 +7	+0.9%	+$1.9K	0.01%	300
2024 Q4	$210K	Buy	778 +2	+0.3%	+$542	0.01%	285
2024 Q3	$204K	Buy	+776	New	+$197K	0.01%	301
2020 Q1	–	Sell	-779	Closed	-$115K	–	187
2019 Q4	$115K	Buy	+779	New	+$110K	0.03%	167
2018 Q4	–	Sell	-1,525	Closed	-$204K	–	157
2018 Q3	$204K	Buy	+1,525	New	+$200K	0.06%	156
2018 Q2	–	Sell	-1,525	Closed	-$185K	–	386
2018 Q1	$185K	Buy	+1,525	New	+$191K	0.06%	160

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

McKinley Carter Wealth Services's VV Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.2% in Q2 2026, selling an estimated $8.34K and leaving 757 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #293.

McKinley Carter Wealth Services first reported a position in VV in Q1 2018 and has held it in 11 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

McKinley Carter Wealth Services held 757 shares of Vanguard Morningstar Large-Cap ETF worth $260K as of Q2 2026.
McKinley Carter Wealth Services sold 25 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $8.34K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #293 holding.
McKinley Carter Wealth Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and has held it in 11 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.