MWM
VV icon

Mission Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mission Wealth Management’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 		$6.15M Sell
17,893
-4
-0% -$1.33K 0.08% 153
2026
Q1 		$5.35M Buy
17,897
+98
+0.6% +$30.7K 0.11% 100
2025
Q4 		$5.6M Sell
17,799
-759
-4% -$237K 0.11% 100
2025
Q3 		$5.71M Sell
18,558
-424
-2% -$126K 0.11% 102
2025
Q2 		$5.42M Buy
18,982
+14,198
+297% +$3.74M 0.12% 106
2025
Q1 		$1.23M Buy
4,784
+1,162
+32% +$315K 0.03% 261
2024
Q4 		$977K Buy
3,622
+93
+3% +$25.2K 0.02% 295
2024
Q3 		$929K Buy
3,529
+27
+0.8% +$6.85K 0.02% 309
2024
Q2 		$874K Hold
3,502
– – 0.02% 304
2024
Q1 		$840K Buy
3,502
+1,571
+81% +$359K 0.02% 325
2023
Q4 		$421K Hold
1,931
– – 0.01% 410
2023
Q3 		$378K Sell
1,931
-842
-30% -$171K 0.01% 400
2023
Q2 		$562K Buy
2,773
+165
+6% +$31.6K 0.02% 318
2023
Q1 		$487K Sell
2,608
-50
-2% -$9.1K 0.02% 341
2022
Q4 		$463K Sell
2,658
-59
-2% -$10.4K 0.02% 334
2022
Q3 		$444K Hold
2,717
– – 0.02% 313
2022
Q2 		$468K Hold
2,717
– – 0.02% 307
2022
Q1 		$566K Hold
2,717
– – 0.03% 288
2021
Q4 		$601K Buy
2,717
+360
+15% +$77.2K 0.03% 275
2021
Q3 		$474K Sell
2,357
-20
-0.8% -$4.13K 0.02% 301
2021
Q2 		$477K Buy
2,377
+871
+58% +$170K 0.03% 289
2021
Q1 		$279K Buy
1,506
+23
+2% +$4.17K 0.02% 376
2020
Q4 		$261K Buy
1,483
+138
+10% +$22.9K 0.02% 355
2020
Q3 		$210K Sell
1,345
-190
-12% -$29.3K 0.02% 340
2020
Q2 		$220K Buy
+1,535
New +$208K 0.02% 308

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

Mission Wealth Management's VV Position: Q2 2026 in Review

Mission Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q2 2026, selling an estimated $1.33K and leaving 17,893 shares worth $6.15M. The position accounts for 0.08% of the portfolio, ranked #153.

Mission Wealth Management first reported a position in VV in Q2 2020 and has held it in 25 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Mission Wealth Management held 17,893 shares of Vanguard Morningstar Large-Cap ETF worth $6.15M as of Q2 2026.
  • Mission Wealth Management sold 4 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of Mission Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Mission Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.