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

MPWM Advisory 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	$317K	Sell	923 -15	-2%	-$5K	0.15%	84
2026 Q1	$280K	Hold	938	–	–	0.15%	86
2025 Q4	$295K	Hold	938	–	–	0.16%	74
2025 Q3	$289K	Hold	938	–	–	0.17%	75
2025 Q2	$268K	Sell	938 -50	-5%	-$13.2K	0.17%	69
2025 Q1	$254K	Hold	988	–	–	0.18%	61
2024 Q4	$266K	Buy	+988	New	+$268K	0.19%	62

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

MPWM Advisory Solutions's VV Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.6% in Q2 2026, selling an estimated $5K and leaving 923 shares worth $317K. The position accounts for 0.15% of the portfolio, ranked #84.

MPWM Advisory Solutions first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

MPWM Advisory Solutions held 923 shares of Vanguard Morningstar Large-Cap ETF worth $317K as of Q2 2026.
MPWM Advisory Solutions sold 15 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $5K.
Vanguard Morningstar Large-Cap ETF made up 0.15% of MPWM Advisory Solutions's portfolio in Q2 2026, its #84 holding.
MPWM Advisory Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.