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

Modera 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 		$7.25M Sell
21,073
-415
-2% -$138K 0.08% 159
2026
Q1 		$6.42M Sell
21,488
-862
-4% -$270K 0.08% 159
2025
Q4 		$7.04M Sell
22,350
-595
-3% -$186K 0.08% 155
2025
Q3 		$7.06M Sell
22,945
-1,417
-6% -$420K 0.08% 157
2025
Q2 		$6.95M Buy
24,362
+1,876
+8% +$494K 0.09% 156
2025
Q1 		$5.78M Sell
22,486
-739
-3% -$200K 0.08% 162
2024
Q4 		$6.26M Buy
23,225
+2,093
+10% +$567K 0.08% 160
2024
Q3 		$5.56M Sell
21,132
-696
-3% -$177K 0.07% 150
2024
Q2 		$5.45M Sell
21,828
-458
-2% -$110K 0.08% 148
2024
Q1 		$5.34M Sell
22,286
-208
-0.9% -$47.6K 0.08% 154
2023
Q4 		$4.91M Sell
22,494
-436
-2% -$89.1K 0.08% 156
2023
Q3 		$4.49M Buy
22,930
+777
+4% +$158K 0.08% 155
2023
Q2 		$4.49M Buy
22,153
+1,440
+7% +$276K 0.08% 164
2023
Q1 		$3.87M Buy
20,713
+18
+0.1% +$3.28K 0.15% 69
2022
Q4 		$3.61M Buy
20,695
+73
+0.4% +$12.8K 0.15% 70
2022
Q3 		$3.37M Sell
20,622
-2,371
-10% -$431K 0.17% 66
2022
Q2 		$3.96M Sell
22,993
-2,266
-9% -$425K 0.19% 64
2022
Q1 		$5.27M Buy
25,259
+12
+0% +$2.46K 0.23% 61
2021
Q4 		$5.58M Buy
25,247
+16,098
+176% +$3.45M 0.21% 58
2021
Q3 		$1.84M Sell
9,149
-17
-0.2% -$3.51K 0.09% 75
2021
Q2 		$1.84M Hold
9,166
– – 0.1% 70
2021
Q1 		$1.7M Sell
9,166
-892
-9% -$162K 0.11% 66
2020
Q4 		$1.77M Buy
10,058
+5,854
+139% +$973K 0.14% 65
2020
Q3 		$658K Hold
4,204
– – 0.1% 73
2020
Q2 		$601K Hold
4,204
– – 0.1% 74
2020
Q1 		$498K Sell
4,204
-1,093
-21% -$154K 0.1% 80
2019
Q4 		$783K Hold
5,297
– – 0.12% 60
2019
Q3 		$722K Hold
5,297
– – 0.12% 59
2019
Q2 		$714K Buy
+5,297
New +$701K 0.13% 59

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

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

Modera Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.9% in Q2 2026, selling an estimated $138K and leaving 21,073 shares worth $7.25M. The position accounts for 0.08% of the portfolio, ranked #159.

Modera Wealth Management first reported a position in VV in Q2 2019 and has held it in 29 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Modera Wealth Management held 21,073 shares of Vanguard Morningstar Large-Cap ETF worth $7.25M as of Q2 2026.
  • Modera Wealth Management sold 415 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of Modera Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Modera Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.