Monograph Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Monograph Wealth Advisors’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 Q3	$385K	Hold	1,093	–	–	0.03%	119
2026 Q2	$376K	Hold	1,093	–	–	0.03%	106
2026 Q1	$327K	Hold	1,093	–	–	0.03%	114
2025 Q4	$344K	Hold	1,093	–	–	0.03%	106
2025 Q3	$337K	Hold	1,093	–	–	0.03%	114
2025 Q2	$313K	Hold	1,093	–	–	0.04%	102
2025 Q1	$281K	Hold	1,093	–	–	0.04%	94
2024 Q4	$295K	Hold	1,093	–	–	0.04%	92
2024 Q3	$289K	Buy	+1,093	New	+$277K	0.04%	93
2024 Q2	–	Sell	-1,093	Closed	-$262K	–	157
2024 Q1	$262K	Hold	1,093	–	–	0.04%	137
2023 Q4	$238K	Hold	1,093	–	–	0.04%	97
2023 Q3	$214K	Hold	1,093	–	–	0.04%	113
2023 Q2	$222K	Hold	1,093	–	–	0.05%	79
2023 Q1	$204K	Buy	+1,093	New	+$199K	0.05%	81
2022 Q2	–	Sell	-1,093	Closed	-$228K	–	90
2022 Q1	$228K	Hold	1,093	–	–	0.06%	79
2021 Q4	$242K	Buy	+1,093	New	+$234K	0.06%	74

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Monograph Wealth Advisors's VV Position: Q3 2026 in Review

Monograph Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,093 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #119.

Monograph Wealth Advisors first reported a position in VV in Q4 2021 and has held it in 16 quarters since. 1,136 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Monograph Wealth Advisors held 1,093 shares of Vanguard Morningstar Large-Cap ETF worth $385K as of Q3 2026.
Monograph Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Monograph Wealth Advisors's portfolio in Q3 2026, its #119 holding.
Monograph Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 16 quarters since.
1,136 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.