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MY Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MY Wealth Management’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 		$379K Sell
1,102
-170
-13% -$56.7K 0.27% 36
2026
Q1 		$327K Buy
1,272
+111
+10% +$34.7K 0.32% 21
2025
Q4 		$365K Sell
1,161
-26
-2% -$8.12K 0.32% 27
2025
Q3 		$365K Sell
1,187
-4
-0.3% -$1.18K 0.32% 26
2025
Q2 		$340K Sell
1,191
-81
-6% -$21.3K 0.33% 24
2025
Q1 		$334K Buy
1,272
+39
+3% +$10.6K 0.32% 21
2024
Q4 		$333K Sell
1,233
-7
-0.6% -$1.9K 0.33% 21
2024
Q3 		$326K Hold
1,240
– – 0.33% 21
2024
Q2 		$310K Buy
+1,240
New +$298K 0.35% 23
2024
Q1 		– Sell
-1,978
Closed -$432K – 30
2023
Q4 		$432K Hold
1,978
– – 0.41% 19
2023
Q3 		$387K Sell
1,978
-46
-2% -$9.37K 0.38% 23
2023
Q2 		$410K Sell
2,024
-121
-6% -$23.2K 0.37% 23
2023
Q1 		$401K Sell
2,145
-8
-0.4% -$1.46K 0.4% 23
2022
Q4 		$375K Sell
2,153
-83,125
-97% -$14.6M 0.57% 21
2022
Q3 		$13.9M Sell
85,278
-312
-0.4% -$56.7K 14.96% 1
2022
Q2 		$14.8M Buy
85,590
+137
+0.2% +$25.7K 15.93% 1
2022
Q1 		$17.8M Buy
85,453
+34,997
+69% +$7.19M 16.51% 1
2021
Q4 		$11.2M Buy
+50,456
New +$10.8M 9.8% 2

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MY Wealth Management's VV Position: Q2 2026 in Review

MY Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 13% in Q2 2026, selling an estimated $56.7K and leaving 1,102 shares worth $379K. The position accounts for 0.27% of the portfolio, ranked #36.

MY Wealth Management first reported a position in VV in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.8M in Q1 2022. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • MY Wealth Management held 1,102 shares of Vanguard Morningstar Large-Cap ETF worth $379K as of Q2 2026.
  • MY Wealth Management sold 170 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $56.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.27% of MY Wealth Management's portfolio in Q2 2026, its #36 holding.
  • MY Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • MY Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $17.8M in Q1 2022.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.