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

Physician Wealth Solutions’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 Q3	$357K	Hold	1,015	–	–	0.14%	37
2026 Q2	$349K	Hold	1,015	–	–	0.13%	38
2026 Q1	$303K	Hold	1,015	–	–	0.13%	38
2025 Q4	$320K	Hold	1,015	–	–	0.14%	39
2025 Q3	$312K	Hold	1,015	–	–	0.14%	41
2025 Q2	$290K	Hold	1,015	–	–	0.13%	40
2025 Q1	$261K	Hold	1,015	–	–	0.13%	37
2024 Q4	$274K	Hold	1,015	–	–	0.14%	37
2024 Q3	$270K	Hold	1,015	–	–	0.13%	36
2024 Q2	$253K	Hold	1,015	–	–	0.18%	35
2024 Q1	$243K	Hold	1,015	–	–	0.2%	35
2023 Q4	$221K	Buy	+1,015	New	+$207K	0.22%	35

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Physician Wealth Solutions's VV Position: Q3 2026 in Review

Physician Wealth Solutions held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,015 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #37.

Physician Wealth Solutions first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Physician Wealth Solutions held 1,015 shares of Vanguard Morningstar Large-Cap ETF worth $357K as of Q3 2026.
Physician Wealth Solutions left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Physician Wealth Solutions's portfolio in Q3 2026, its #37 holding.
Physician Wealth Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.