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

Physician 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	$1.73M	Buy	5,017 +37	+0.7%	+$12.3K	0.21%	58
2026 Q1	$1.49M	Buy	4,980 +47	+1%	+$14.7K	0.21%	57
2025 Q4	$1.55M	Buy	4,933 +13	+0.3%	+$4.06K	0.22%	55
2025 Q3	$1.51M	Buy	4,920 +1,052	+27%	+$311K	0.22%	57
2025 Q2	$1.1M	Hold	3,868	–	–	0.17%	65
2025 Q1	$994K	Buy	3,868 +9	+0.2%	+$2.44K	0.17%	65
2024 Q4	$1.04M	Sell	3,859 -110	-3%	-$29.8K	0.18%	66
2024 Q3	$1.06M	Sell	3,969 -485	-11%	-$123K	0.19%	62
2024 Q2	$1.15M	Buy	4,454 +145	+3%	+$34.8K	0.21%	62
2024 Q1	$995K	Sell	4,309 -7	-0.2%	-$1.6K	0.21%	64
2023 Q4	$959K	Buy	4,316 +73	+2%	+$14.9K	0.21%	61
2023 Q3	$841K	Hold	4,243	–	–	0.22%	59
2023 Q2	$862K	Buy	4,243 +10	+0.2%	+$1.92K	0.21%	57
2023 Q1	$800K	Sell	4,233 -63	-1%	-$11.5K	0.21%	57
2022 Q4	$784K	Buy	4,296 +8	+0.2%	+$1.4K	0.21%	58
2022 Q3	$740K	Buy	4,288 +1	+0%	+$182	0.23%	59
2022 Q2	$805K	Buy	4,287 +3	+0.1%	+$563	0.23%	58
2022 Q1	$843K	Sell	4,284 -154	-3%	-$31.6K	0.22%	59
2021 Q4	$957K	Hold	4,438	–	–	0.25%	55
2021 Q3	$928K	Hold	4,438	–	–	0.26%	55
2021 Q2	$906K	Buy	4,438 +1	+0%	+$195	0.26%	52
2021 Q1	$843K	Hold	4,437	–	–	0.27%	54
2020 Q4	$818K	Buy	4,437 +134	+3%	+$22.3K	0.28%	52
2020 Q3	$663K	Sell	4,303 -14	-0.3%	-$2.16K	0.27%	51
2020 Q2	$672K	Buy	4,317 +468	+12%	+$63.3K	0.27%	56
2020 Q1	$495K	Buy	3,849 +629	+20%	+$88.4K	0.25%	55
2019 Q4	$485K	Hold	3,220	–	–	0.22%	61
2019 Q3	$464K	Buy	+3,220	New	+$437K	0.23%	60

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

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

Physician Wealth Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.74% in Q2 2026, buying an estimated $12.3K and bringing the position to 5,017 shares worth $1.73M. The position accounts for 0.21% of the portfolio, ranked #58.

Physician Wealth Advisors first reported a position in VV in Q3 2019 and has held it in 28 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Physician Wealth Advisors held 5,017 shares of Vanguard Morningstar Large-Cap ETF worth $1.73M as of Q2 2026.
Physician Wealth Advisors bought 37 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $12.3K.
Vanguard Morningstar Large-Cap ETF made up 0.21% of Physician Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Physician Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 28 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.