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MilWealth Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MilWealth 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 		$104M Buy
301,376
+5,587
+2% +$1.86M 22.1% 1
2026
Q1 		$88.4M Buy
295,789
+2,854
+1% +$893K 21.04% 1
2025
Q4 		$92.2M Sell
292,935
-3,674
-1% -$1.15M 21.95% 1
2025
Q3 		$91.3M Sell
296,609
-1,996
-0.7% -$591K 22.26% 1
2025
Q2 		$85.2M Buy
298,605
+3,895
+1% +$1.03M 21.94% 1
2025
Q1 		$75.7M Sell
294,710
-273
-0.1% -$73.9K 20.87% 1
2024
Q4 		$79.6M Sell
294,983
-9,497
-3% -$2.57M 21.71% 1
2024
Q3 		$80.2M Buy
304,480
+2,105
+0.7% +$534K 23.51% 1
2024
Q2 		$75.5M Sell
302,375
-4,568
-1% -$1.1M 23.81% 1
2024
Q1 		$73.6M Sell
306,943
-12,683
-4% -$2.9M 23.45% 1
2023
Q4 		$69.7M Sell
319,626
-1,379
-0.4% -$282K 23.09% 1
2023
Q3 		$62.8M Buy
321,005
+669
+0.2% +$136K 24.74% 1
2023
Q2 		$64.9M Sell
320,336
-2,083
-0.6% -$399K 25.12% 1
2023
Q1 		$60.2M Sell
322,419
-2,121
-0.7% -$386K 23.88% 1
2022
Q4 		$56.5M Buy
324,540
+7,284
+2% +$1.28M 23.18% 1
2022
Q3 		$51.9M Buy
317,256
+28,397
+10% +$5.16M 22.6% 1
2022
Q2 		$49.8M Sell
288,859
-4,409
-2% -$828K 21.4% 1
2022
Q1 		$61.1M Buy
293,268
+2,654
+0.9% +$545K 23.39% 1
2021
Q4 		$64.2M Sell
290,614
-8,991
-3% -$1.93M 23.8% 1
2021
Q3 		$60.2M Buy
299,605
+20,904
+8% +$4.32M 23.15% 1
2021
Q2 		$55.9M Buy
278,701
+4,385
+2% +$856K 24.34% 1
2021
Q1 		$50.8M Sell
274,316
-9,950
-4% -$1.8M 24.43% 1
2020
Q4 		$50M Sell
284,266
-450
-0.2% -$74.8K 24.76% 1
2020
Q3 		$44.5M Sell
284,716
-4,011
-1% -$618K 24.62% 1
2020
Q2 		$41.3M Buy
288,727
+5,272
+2% +$713K 24.49% 1
2020
Q1 		$33.6M Buy
283,455
+22,056
+8% +$3.1M 26.03% 1
2019
Q4 		$38.6M Buy
261,399
+1,037
+0.4% +$147K 30.15% 1
2019
Q3 		$35.5M Sell
260,362
-1,184
-0.5% -$161K 29.79% 1
2019
Q2 		$35.2M Buy
261,546
+2,825
+1% +$374K 29.93% 1
2019
Q1 		$33.6M Buy
258,721
+5,095
+2% +$637K 30.15% 1
2018
Q4 		$29.1M Buy
+253,626
New +$31.4M 28.24% 1

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

MilWealth Group's VV Position: Q2 2026 in Review

MilWealth Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.9% in Q2 2026, buying an estimated $1.86M and bringing the position to 301,376 shares worth $104M. The position accounts for 22.1% of the portfolio, ranked #1.

MilWealth Group first reported a position in VV in Q4 2018 and has held it in 31 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • MilWealth Group held 301,376 shares of Vanguard Morningstar Large-Cap ETF worth $104M as of Q2 2026.
  • MilWealth Group bought 5,587 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.86M.
  • Vanguard Morningstar Large-Cap ETF made up 22.1% of MilWealth Group's portfolio in Q2 2026, its #1 holding.
  • MilWealth Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.