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Moller Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Moller Wealth Partners’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 		$27.2M Sell
78,984
-862
-1% -$288K 4.91% 7
2026
Q1 		$23.9M Buy
79,846
+1,127
+1% +$353K 4.71% 7
2025
Q4 		$24.8M Sell
78,719
-1,172
-1% -$366K 5.19% 7
2025
Q3 		$24.6M Sell
79,891
-4,434
-5% -$1.31M 5.13% 7
2025
Q2 		$24.1M Sell
84,325
-1,196
-1% -$315K 5.31% 6
2025
Q1 		$22M Sell
85,521
-2,738
-3% -$742K 5.44% 6
2024
Q4 		$23.8M Sell
88,259
-4,050
-4% -$1.1M 6.26% 5
2024
Q3 		$24.3M Sell
92,309
-1,623
-2% -$412K 6.07% 5
2024
Q2 		$23.4M Sell
93,932
-5,013
-5% -$1.2M 6.26% 5
2024
Q1 		$23.7M Sell
98,945
-4,244
-4% -$971K 6.43% 5
2023
Q4 		$22.5M Buy
103,189
+375
+0.4% +$76.7K 6.34% 5
2023
Q3 		$20.1M Sell
102,814
-1,351
-1% -$275K 6.39% 5
2023
Q2 		$21.1M Sell
104,165
-5,863
-5% -$1.12M 6.45% 5
2023
Q1 		$20.6M Sell
110,028
-775
-0.7% -$141K 6.34% 5
2022
Q4 		$19.3M Sell
110,803
-986
-0.9% -$173K 6.2% 5
2022
Q3 		$18.3M Sell
111,789
-760
-0.7% -$138K 6.59% 5
2022
Q2 		$19.4M Buy
112,549
+54
+0% +$10.1K 6.58% 4
2022
Q1 		$23.5M Buy
112,495
+10,379
+10% +$2.13M 7.29% 3
2021
Q4 		$22.6M Sell
102,116
-15,964
-14% -$3.42M 7.2% 4
2021
Q3 		$23.7M Sell
118,080
-2,353
-2% -$486K 7.84% 2
2021
Q2 		$24.2M Sell
120,433
-2,615
-2% -$510K 7.94% 2
2021
Q1 		$22.8M Buy
123,048
+18,240
+17% +$3.31M 7.95% 2
2020
Q4 		$18.4M Sell
104,808
-16,363
-14% -$2.72M 7.62% 2
2020
Q3 		$19M Sell
121,171
-10,853
-8% -$1.67M 8.49% 2
2020
Q2 		$18.9M Buy
132,024
+6,434
+5% +$870K 8.25% 2
2020
Q1 		$14.9M Buy
125,590
+5,275
+4% +$741K 7.7% 4
2019
Q4 		$17.8M Sell
120,315
-7,574
-6% -$1.07M 7.87% 4
2019
Q3 		$17.4M Sell
127,889
-1,612
-1% -$219K 8.43% 4
2019
Q2 		$17.4M Sell
129,501
-33
-0% -$4.37K 8.94% 2
2019
Q1 		$16.8M Sell
129,534
-986
-0.8% -$123K 7.54% 4
2018
Q4 		$15.4M Sell
130,520
-4,435
-3% -$549K 10.08% 2
2018
Q3 		$18M Sell
134,955
-564
-0.4% -$73.9K 7.89% 5
2018
Q2 		$16.9M Sell
135,519
-1,486
-1% -$185K 6.57% 6
2018
Q1 		$16.6M Sell
137,005
-692
-0.5% -$86.9K 7.2% 7
2017
Q4 		$16.9M Sell
137,697
-2,560
-2% -$306K 6.42% 7
2017
Q3 		$16.2M Sell
140,257
-165
-0.1% -$18.7K 6.19% 8
2017
Q2 		$15.6M Sell
140,422
-516
-0.4% -$56.8K 6.56% 7
2017
Q1 		$15.2M Sell
140,938
-1,108
-0.8% -$118K 6.66% 5
2016
Q4 		$14.5M Sell
142,046
-647
-0.5% -$64.8K 7.18% 5
2016
Q3 		$14.1M Sell
142,693
-340
-0.2% -$33.7K 6.51% 6
2016
Q2 		$13.7M Hold
143,033
– – 6.71% 7
2016
Q1 		$13.4M Sell
143,033
-21,584
-13% -$1.92M 7.89% 6
2015
Q4 		$15.4M Buy
164,617
+18,269
+12% +$1.72M 8.48% 5
2015
Q3 		$12.9M Sell
146,348
-32,564
-18% -$3.04M 11.94% 2
2015
Q2 		$17M Sell
178,912
-526
-0.3% -$50.9K 7.7% 5
2015
Q1 		$17.1M Sell
179,438
-1,591
-0.9% -$151K 7.89% 5
2014
Q4 		$17.1M Sell
181,029
-1,597
-0.9% -$147K 8.45% 4
2014
Q3 		$16.5M Sell
182,626
-615
-0.3% -$55.9K 7.79% 5
2014
Q2 		$16.5M Sell
183,241
-692
-0.4% -$60.5K 7.5% 5
2014
Q1 		$15.8M Sell
183,933
-532
-0.3% -$44.9K 8.07% 5
2013
Q4 		$15.6M Sell
184,465
-932
-0.5% -$75.8K 8.4% 1
2013
Q3 		$14.3M Sell
185,397
-1,800
-1% -$138K 9.01% 2
2013
Q2 		$13.7M Buy
+187,197
New +$13.8M 10.03% 3

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Moller Wealth Partners's VV Position: Q2 2026 in Review

Moller Wealth Partners reduced its Vanguard Large-Cap ETF (VV) stake by 1.1% in Q2 2026, selling an estimated $288K and leaving 78,984 shares worth $27.2M. The position accounts for 4.91% of the portfolio, ranked #7.

Moller Wealth Partners first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 557 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Moller Wealth Partners held 78,984 shares of Vanguard Large-Cap ETF worth $27.2M as of Q2 2026.
  • Moller Wealth Partners sold 862 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $288K.
  • Vanguard Large-Cap ETF made up 4.91% of Moller Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Moller Wealth Partners first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 557 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.