MWPCG
VV icon

Measured Wealth Private Client Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Measured Wealth Private Client 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
2026
Q2 		$1.93M Buy
5,601
+12
+0.2% +$4K 0.47% 34
2026
Q1 		$1.67M Hold
5,589
– – 0.46% 34
2025
Q4 		$1.76M Sell
5,589
-944
-14% -$295K 0.47% 32
2025
Q3 		$2.01M Hold
6,533
– – 0.54% 27
2025
Q2 		$1.86M Sell
6,533
-190
-3% -$50.1K 0.56% 27
2025
Q1 		$1.73M Hold
6,723
– – 0.55% 26
2024
Q4 		$1.81M Sell
6,723
-375
-5% -$102K 0.59% 25
2024
Q3 		$1.87M Hold
7,098
– – 0.63% 24
2024
Q2 		$1.77M Sell
7,098
-5
-0.1% -$1.2K 0.62% 22
2024
Q1 		$1.7M Sell
7,103
-322
-4% -$73.7K 0.59% 23
2023
Q4 		$1.62M Hold
7,425
– – 0.6% 21
2023
Q3 		$1.45M Sell
7,425
-229
-3% -$46.6K 0.58% 22
2023
Q2 		$1.55M Hold
7,654
– – 0.59% 23
2023
Q1 		$1.43M Hold
7,654
– – 0.55% 24
2022
Q4 		$1.33M Sell
7,654
-113
-1% -$19.8K 0.55% 26
2022
Q3 		$1.27M Sell
7,767
-100
-1% -$18.2K 0.56% 27
2022
Q2 		$1.36M Sell
7,867
-826
-10% -$155K 0.6% 26
2022
Q1 		$1.81M Sell
8,693
-214
-2% -$44K 0.67% 20
2021
Q4 		$1.97M Sell
8,907
-25
-0.3% -$5.36K 0.7% 20
2021
Q3 		$1.79M Sell
8,932
-50
-0.6% -$10.3K 0.69% 25
2021
Q2 		$1.8M Sell
8,982
-22
-0.2% -$4.29K 0.57% 34
2021
Q1 		$1.67M Sell
9,004
-173
-2% -$31.4K 0.59% 33
2020
Q4 		$1.61M Sell
9,177
-89
-1% -$14.8K 0.67% 26
2020
Q3 		$1.45M Sell
9,266
-218
-2% -$33.6K 0.7% 22
2020
Q2 		$1.36M Sell
9,484
-319
-3% -$43.1K 0.79% 20
2020
Q1 		$1.16M Hold
9,803
– – 0.9% 19
2019
Q4 		$1.45M Sell
9,803
-996
-9% -$141K 0.97% 16
2019
Q3 		$1.47M Sell
10,799
-4,819
-31% -$654K 0.95% 22
2019
Q2 		$2.1M Sell
15,618
-315
-2% -$41.7K 1.21% 17
2019
Q1 		$2.07M Sell
15,933
-170
-1% -$21.3K 1.27% 12
2018
Q4 		$1.85M Buy
16,103
+157
+1% +$19.4K 1.68% 11
2018
Q3 		$2.13M Buy
15,946
+655
+4% +$85.8K 1.28% 11
2018
Q2 		$1.91M Buy
+15,291
New +$1.9M 1.55% 11
2017
Q3 		$1.78M Buy
+15,410
New +$1.75M 2.43% 12

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

Measured Wealth Private Client Group's VV Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.21% in Q2 2026, buying an estimated $4K and bringing the position to 5,601 shares worth $1.93M. The position accounts for 0.47% of the portfolio, ranked #34.

Measured Wealth Private Client Group first reported a position in VV in Q3 2017 and has held it in 34 quarters since. The position peaked at $2.13M in Q3 2018. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Measured Wealth Private Client Group held 5,601 shares of Vanguard Morningstar Large-Cap ETF worth $1.93M as of Q2 2026.
  • Measured Wealth Private Client Group bought 12 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.47% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #34 holding.
  • Measured Wealth Private Client Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2017 and has held it in 34 quarters since.
  • Measured Wealth Private Client Group's Vanguard Morningstar Large-Cap ETF position peaked at $2.13M in Q3 2018.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.