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

PCG 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	$5.12M	Buy	14,897 +536	+4%	+$179K	1.14%	24
2026 Q1	$4.29M	Sell	14,361 -194	-1%	-$60.7K	1.09%	26
2025 Q4	$4.58M	Buy	14,555 +1,387	+11%	+$433K	1.3%	26
2025 Q3	$4.05M	Sell	13,168 -220	-2%	-$65.1K	1.18%	26
2025 Q2	$3.82M	Sell	13,388 -150	-1%	-$39.5K	1.95%	13
2025 Q1	$3.48M	Sell	13,538 -170	-1%	-$46K	1.21%	23
2024 Q4	$3.7M	Buy	13,708 +97	+0.7%	+$26.3K	1.37%	24
2024 Q3	$3.58M	Buy	+13,611	New	+$3.45M	1.38%	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

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

PCG Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.7% in Q2 2026, buying an estimated $179K and bringing the position to 14,897 shares worth $5.12M. The position accounts for 1.14% of the portfolio, ranked #24.

PCG Wealth Advisors first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

PCG Wealth Advisors held 14,897 shares of Vanguard Morningstar Large-Cap ETF worth $5.12M as of Q2 2026.
PCG Wealth Advisors bought 536 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $179K.
Vanguard Morningstar Large-Cap ETF made up 1.14% of PCG Wealth Advisors's portfolio in Q2 2026, its #24 holding.
PCG Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.