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

Olistico Wealth’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	$1.84M	Buy	5,348 +2	+0%	+$667	0.79%	29
2026 Q1	$1.6M	Sell	5,346 -47	-0.9%	-$14.7K	0.79%	30
2025 Q4	$1.7M	Sell	5,393 -83	-2%	-$25.9K	0.83%	24
2025 Q3	$1.69M	Buy	5,476 +2	+0%	+$592	0.89%	23
2025 Q2	$1.56M	Sell	5,474 -4	-0.1%	-$1.05K	0.87%	24
2025 Q1	$1.41M	Buy	5,478 +2	+0%	+$542	0.87%	24
2024 Q4	$1.48M	Buy	5,476 +4	+0.1%	+$1.08K	0.86%	25
2024 Q3	$1.44M	Buy	5,472 +2	+0%	+$507	0.88%	25
2024 Q2	$1.37M	Hold	5,470	–	–	0.87%	27
2024 Q1	$1.31M	Buy	5,470 +266	+5%	+$60.9K	0.95%	29
2023 Q4	$1.14M	Buy	5,204 +3	+0.1%	+$613	0.89%	30
2023 Q3	$1.02M	Sell	5,201 -24	-0.5%	-$4.89K	0.91%	28
2023 Q2	$1.06M	Sell	5,225 -10	-0.2%	-$1.92K	0.91%	29
2023 Q1	$978K	Hold	5,235	–	–	0.94%	25
2022 Q4	$912K	Buy	+5,235	New	+$918K	0.99%	26

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

Olistico Wealth's VV Position: Q2 2026 in Review

Olistico Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.04% in Q2 2026, buying an estimated $667 and bringing the position to 5,348 shares worth $1.84M. The position accounts for 0.79% of the portfolio, ranked #29.

Olistico Wealth first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Olistico Wealth held 5,348 shares of Vanguard Morningstar Large-Cap ETF worth $1.84M as of Q2 2026.
Olistico Wealth bought 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.79% of Olistico Wealth's portfolio in Q2 2026, its #29 holding.
Olistico Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.