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

Moss Adams 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	$543K	Buy	1,579 +46	+3%	+$15.3K	0.03%	141
2026 Q1	$458K	Hold	1,533	–	–	0.03%	143
2025 Q4	$483K	Hold	1,533	–	–	0.04%	137
2025 Q3	$473K	Sell	1,533 -230	-13%	-$68.1K	0.04%	137
2025 Q2	$504K	Sell	1,763 -4	-0.2%	-$1.05K	0.05%	125
2025 Q1	$454K	Buy	+1,767	New	+$479K	0.05%	118

Other funds holding VV

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Moss Adams Wealth Advisors's VV Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 3% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,579 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #141.

Moss Adams Wealth Advisors first reported a position in VV in Q1 2025 and has held it in 6 quarters since. 646 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Moss Adams Wealth Advisors held 1,579 shares of Vanguard Morningstar Large-Cap ETF worth $543K as of Q2 2026.
Moss Adams Wealth Advisors bought 46 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15.3K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #141 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
646 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.