Prosperity Consulting Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Prosperity Consulting Group’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	$272K	Sell	791 -4,550	-85%	-$1.52M	0.01%	510
2026 Q1	$1.6M	Hold	5,341	–	–	0.07%	182
2025 Q4	$1.68M	Sell	5,341 -443	-8%	-$138K	0.08%	182
2025 Q3	$1.78M	Buy	5,784 +752	+15%	+$223K	0.09%	182
2025 Q2	$1.44M	Hold	5,032	–	–	0.1%	178
2025 Q1	$1.29M	Hold	5,032	–	–	0.1%	189
2024 Q4	$1.36M	Buy	5,032 +360	+8%	+$97.5K	0.1%	192
2024 Q3	$1.23M	Buy	4,672 +39	+0.8%	+$9.89K	0.1%	205
2024 Q2	$1.16M	Buy	+4,633	New	+$1.11M	0.16%	121

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

Prosperity Consulting Group's VV Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 85% in Q2 2026, selling an estimated $1.52M and leaving 791 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #510.

Prosperity Consulting Group first reported a position in VV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Prosperity Consulting Group held 791 shares of Vanguard Morningstar Large-Cap ETF worth $272K as of Q2 2026.
Prosperity Consulting Group sold 4,550 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.52M.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #510 holding.
Prosperity Consulting Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Prosperity Consulting Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.78M in Q3 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.