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 Q3	$1.88M	Buy	5,349 +1	+0%	+$350	0.79%	26
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

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

James J. Burns & Company Melville, New York $937M AUM 13.35% 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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 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

Olistico Wealth's VV Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q3 2026, buying an estimated $350 and bringing the position to 5,349 shares worth $1.88M. The position accounts for 0.79% of the portfolio, ranked #26.

Olistico Wealth first reported a position in VV in Q4 2022 and has held it in 16 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Olistico Wealth held 5,349 shares of Vanguard Morningstar Large-Cap ETF worth $1.88M as of Q3 2026.
Olistico Wealth bought 1 Vanguard Morningstar Large-Cap ETF share in Q3 2026, an estimated $350.
Vanguard Morningstar Large-Cap ETF made up 0.79% of Olistico Wealth's portfolio in Q3 2026, its #26 holding.
Olistico Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 16 quarters since.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.