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Monetary Solutions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Monetary Solutions’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 		$5.16K Hold
15
– – ﹤0.01% 237
2026
Q1 		$4.48K Hold
15
– – ﹤0.01% 238
2025
Q4 		$4.72K Buy
+15
New +$4.68K ﹤0.01% 225

Other funds holding VV

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
VGA
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Monetary Solutions's VV Position: Q2 2026 in Review

Monetary Solutions held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 15 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Monetary Solutions first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,218 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Monetary Solutions held 15 shares of Vanguard Morningstar Large-Cap ETF worth $5.16K as of Q2 2026.
  • Monetary Solutions left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Monetary Solutions's portfolio in Q2 2026, its #237 holding.
  • Monetary Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.