Parisi Gray Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Parisi Gray Wealth Management’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	$256K	Buy	745 +2	+0.3%	+$667	0.05%	131
2026 Q1	$222K	Buy	743 +3	+0.4%	+$939	0.05%	126
2025 Q4	$233K	Buy	740 +3	+0.4%	+$937	0.05%	123
2025 Q3	$227K	Buy	737 +3	+0.4%	+$888	0.06%	116
2025 Q2	$210K	Buy	+734	New	+$193K	0.06%	114
2022 Q1	–	Sell	-1,076	Closed	-$238K	–	133
2021 Q4	$238K	Buy	1,076 +4	+0.4%	+$858	0.09%	111
2021 Q3	$218K	Buy	1,072 +3	+0.3%	+$620	0.09%	120
2021 Q2	$215K	Sell	1,069 -23	-2%	-$4.49K	0.08%	120
2021 Q1	$202K	Buy	+1,092	New	+$198K	0.08%	120
2019 Q2	–	Sell	-1,088	Closed	-$141K	–	453
2019 Q1	$141K	Hold	1,088	–	–	0.09%	108
2018 Q4	$124K	Hold	1,088	–	–	0.08%	116
2018 Q3	$146K	Hold	1,088	–	–	0.09%	118
2018 Q2	$138K	Hold	1,088	–	–	0.09%	120
2018 Q1	$130K	Hold	1,088	–	–	0.1%	118
2017 Q4	$134K	Buy	+1,088	New	+$130K	0.1%	117

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

Parisi Gray Wealth Management's VV Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.27% in Q2 2026, buying an estimated $667 and bringing the position to 745 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #131.

Parisi Gray Wealth Management first reported a position in VV in Q4 2017 and has held it in 15 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Parisi Gray Wealth Management held 745 shares of Vanguard Morningstar Large-Cap ETF worth $256K as of Q2 2026.
Parisi Gray Wealth Management bought 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #131 holding.
Parisi Gray Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 15 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.