Principia Wealth Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Principia Wealth Advisory’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	$57.1K	Hold	166	–	–	0.03%	130
2026 Q1	$49.6K	Hold	166	–	–	0.03%	128
2025 Q4	$52.3K	Hold	166	–	–	0.03%	123
2025 Q3	$51.1K	Sell	166 -31	-16%	-$9.18K	0.04%	120
2025 Q2	$56.2K	Hold	197	–	–	0.05%	107
2025 Q1	$49.3K	Hold	197	–	–	0.05%	86
2024 Q4	$53.1K	Buy	+197	New	+$53.4K	0.05%	80

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

Principia Wealth Advisory's VV Position: Q2 2026 in Review

Principia Wealth Advisory held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 166 shares worth $57.1K. The position accounts for 0.03% of the portfolio, ranked #130.

Principia Wealth Advisory first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Principia Wealth Advisory held 166 shares of Vanguard Morningstar Large-Cap ETF worth $57.1K as of Q2 2026.
Principia Wealth Advisory left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Principia Wealth Advisory's portfolio in Q2 2026, its #130 holding.
Principia Wealth Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.