Private Wealth Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Private Wealth Asset 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	$382K	Hold	1,112	–	–	0.04%	201
2026 Q1	$332K	Hold	1,112	–	–	0.04%	209
2025 Q4	$350K	Hold	1,112	–	–	0.04%	203
2025 Q3	$342K	Buy	1,112 +61	+6%	+$18.1K	0.04%	194
2025 Q2	$300K	Hold	1,051	–	–	0.04%	199
2025 Q1	$270K	Buy	+1,051	New	+$285K	0.04%	200

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

Private Wealth Asset Management's VV Position: Q2 2026 in Review

Private Wealth Asset Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,112 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #201.

Private Wealth Asset Management first reported a position in VV in Q1 2025 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Private Wealth Asset Management held 1,112 shares of Vanguard Morningstar Large-Cap ETF worth $382K as of Q2 2026.
Private Wealth Asset Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #201 holding.
Private Wealth Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.