Moneywise Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Moneywise Inc’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	$15.3M	Sell	44,629 -908	-2%	-$303K	5.73%	5
2026 Q1	$13.6M	Sell	45,537 -2,621	-5%	-$820K	5.94%	4
2025 Q4	$15.2M	Buy	48,158 +9,404	+24%	+$2.94M	6.31%	5
2025 Q3	$11.9M	Sell	38,754 -497	-1%	-$147K	5.4%	6
2025 Q2	$11.2M	Sell	39,251 -15,813	-29%	-$4.17M	5.25%	6
2025 Q1	$14.2M	Buy	55,064 +4,156	+8%	+$1.13M	7.49%	3
2024 Q4	$13.7M	Buy	50,908 +10,040	+25%	+$2.72M	6.88%	4
2024 Q3	$10.8M	Buy	40,868 +17,110	+72%	+$4.34M	5.29%	5
2024 Q2	$5.93M	Buy	23,758 +10,629	+81%	+$2.55M	3.14%	11
2024 Q1	$3.15M	Buy	+13,129	New	+$3M	1.71%	15

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Moneywise Inc's VV Position: Q2 2026 in Review

Moneywise Inc reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q2 2026, selling an estimated $303K and leaving 44,629 shares worth $15.3M. The position accounts for 5.73% of the portfolio, ranked #5.

Moneywise Inc first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Moneywise Inc held 44,629 shares of Vanguard Morningstar Large-Cap ETF worth $15.3M as of Q2 2026.
Moneywise Inc sold 908 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $303K.
Vanguard Morningstar Large-Cap ETF made up 5.73% of Moneywise Inc's portfolio in Q2 2026, its #5 holding.
Moneywise Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.