Next Level Private’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Next Level Private’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 Q3	$364K	Buy	1,034 +3	+0.3%	+$1.05K	0.07%	136
2026 Q2	$355K	Sell	1,031 -13	-1%	-$4.34K	0.07%	133
2026 Q1	$312K	Buy	1,044 +1	+0.1%	+$313	0.07%	140
2025 Q4	$328K	Buy	1,043 +1	+0.1%	+$312	0.09%	128
2025 Q3	$324K	Buy	1,042 +5	+0.5%	+$1.48K	0.09%	119
2025 Q2	$296K	Sell	1,037 -11	-1%	-$2.9K	0.1%	120
2025 Q1	$269K	Buy	1,048 +4	+0.4%	+$1.08K	0.1%	118
2024 Q4	$282K	Hold	1,044	–	–	0.11%	114
2024 Q3	$275K	Hold	1,044	–	–	0.11%	113
2024 Q2	$261K	Hold	1,044	–	–	0.12%	109
2024 Q1	$250K	Hold	1,044	–	–	0.11%	110
2023 Q4	$228K	Hold	1,044	–	–	0.13%	95
2023 Q3	$204K	Hold	1,044	–	–	0.14%	95
2023 Q2	$210K	Buy	+1,044	New	+$200K	0.14%	98
2022 Q2	–	Sell	-1,044	Closed	-$218K	–	186
2022 Q1	$218K	Buy	+1,044	New	+$214K	0.18%	80

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

Arbor Wealth Management (Arizona) Tempe, Arizona $112M AUM 8% 1-Year Est. Return

Next Level Private's VV Position: Q3 2026 in Review

Next Level Private increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.29% in Q3 2026, buying an estimated $1.05K and bringing the position to 1,034 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #136.

Next Level Private first reported a position in VV in Q1 2022 and has held it in 15 quarters since. 357 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Next Level Private held 1,034 shares of Vanguard Morningstar Large-Cap ETF worth $364K as of Q3 2026.
Next Level Private bought 3 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.05K.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Next Level Private's portfolio in Q3 2026, its #136 holding.
Next Level Private first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 15 quarters since.
357 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.