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

Pacific Excel 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 		$461K Buy
+1,340
New +$447K 0.18% 106

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pacific Excel Wealth Advisors's VV Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 1,340 shares worth $461K. The stake represents 0.18% of the portfolio and ranks #106 among its holdings.

1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Pacific Excel Wealth Advisors held 1,340 shares of Vanguard Morningstar Large-Cap ETF worth $461K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.18% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.