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

One Wealth Advisors’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	$405K	Sell	1,177 -100	-8%	-$33.4K	0.04%	210
2026 Q1	$382K	Sell	1,277 -877	-41%	-$274K	0.05%	211
2025 Q4	$678K	Sell	2,154 -12	-0.6%	-$3.75K	0.08%	133
2025 Q3	$667K	Sell	2,166 -84	-4%	-$24.9K	0.08%	127
2025 Q2	$642K	Buy	2,250 +50	+2%	+$13.2K	0.09%	135
2025 Q1	$565K	Buy	+2,200	New	+$596K	0.08%	138
2023 Q1	–	Sell	-626	Closed	-$109K	–	594
2022 Q4	$109K	Buy	+626	New	+$110K	0.02%	278

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

One Wealth Advisors's VV Position: Q2 2026 in Review

One Wealth Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 7.8% in Q2 2026, selling an estimated $33.4K and leaving 1,177 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #210.

One Wealth Advisors first reported a position in VV in Q4 2022 and has held it in 7 quarters since. The position peaked at $678K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

One Wealth Advisors held 1,177 shares of Vanguard Morningstar Large-Cap ETF worth $405K as of Q2 2026.
One Wealth Advisors sold 100 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $33.4K.
Vanguard Morningstar Large-Cap ETF made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #210 holding.
One Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 7 quarters since.
One Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $678K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.