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 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 $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Medallion Wealth Advisors's VV Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.5% in Q1 2026, buying an estimated $214K and bringing the position to 15,770 shares worth $4.71M. The position accounts for 1.54% of the portfolio, ranked #7.

Medallion Wealth Advisors first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.75M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Medallion Wealth Advisors held 15,770 shares of Vanguard Morningstar Large-Cap ETF worth $4.71M as of Q1 2026.
Medallion Wealth Advisors bought 684 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $214K.
Vanguard Morningstar Large-Cap ETF made up 1.54% of Medallion Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $4.75M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.