Medallion Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Medallion Wealth 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	7,582 -8,188	-52%	-$2.73M	0.82%	27
2026 Q1	$4.71M	Buy	15,770 +684	+5%	+$214K	1.54%	7
2025 Q4	$4.75M	Buy	15,086 +1,296	+9%	+$405K	1.6%	7
2025 Q3	$4.25M	Buy	13,790 +118	+0.9%	+$34.9K	1.51%	8
2025 Q2	$3.9M	Sell	13,672 -696	-5%	-$183K	1.51%	7
2025 Q1	$3.7M	Buy	14,368 +1,100	+8%	+$298K	1.68%	8
2024 Q4	$3.45M	Buy	+13,268	New	+$3.6M	1.71%	9

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

Medallion Wealth Advisors's VV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 52% in Q2 2026, selling an estimated $2.73M and leaving 7,582 shares worth $2.61M. The position accounts for 0.82% of the portfolio, ranked #27.

Medallion Wealth Advisors first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.75M in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Medallion Wealth Advisors held 7,582 shares of Vanguard Morningstar Large-Cap ETF worth $2.61M as of Q2 2026.
Medallion Wealth Advisors sold 8,188 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.73M.
Vanguard Morningstar Large-Cap ETF made up 0.82% of Medallion Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $4.75M in Q4 2025.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.