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 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

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

Monograph Wealth Advisors's VV Position: Q2 2026 in Review

Monograph Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,093 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #106.

Monograph Wealth Advisors first reported a position in VV in Q4 2021 and has held it in 15 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Monograph Wealth Advisors held 1,093 shares of Vanguard Morningstar Large-Cap ETF worth $376K as of Q2 2026.
Monograph Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Monograph Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Monograph Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 15 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.