Net Worth Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Net Worth Advisory Group’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	–	Sell	-5,925	Closed	-$1.77M	–	473
2026 Q1	$1.77M	Sell	5,925 -42	-0.7%	-$13.1K	0.37%	60
2025 Q4	$1.88M	Buy	5,967 +2,148	+56%	+$671K	0.38%	57
2025 Q3	$1.18M	Sell	3,819 -2,263	-37%	-$670K	0.34%	54
2025 Q2	$1.74M	Buy	6,082 +4,058	+200%	+$1.07M	0.38%	59
2025 Q1	$520K	Sell	2,024 -2,271	-53%	-$615K	0.16%	151
2024 Q4	$1.16M	Buy	4,295 +24	+0.6%	+$6.5K	0.35%	45
2024 Q3	$1.12M	Buy	+4,271	New	+$1.08M	0.33%	47

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

Net Worth Advisory Group's VV Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 5,925 shares — an estimated $1.77M sold.

Net Worth Advisory Group first reported a position in VV in Q3 2024 and held it in 7 quarters. The position peaked at $1.88M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Net Worth Advisory Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 5,925 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.77M.
Net Worth Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and held it in 7 quarters.
Net Worth Advisory Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.88M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.