PUREfi Wealth
VV icon

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

PUREfi Wealth’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 		$636K Hold
1,807
– – 0.3% 76
2026
Q2 		$621K Hold
1,807
– – 0.34% 69
2026
Q1 		$540K Sell
1,807
-106
-6% -$33.2K 0.35% 70
2025
Q4 		$602K Hold
1,913
– – 0.46% 59
2025
Q3 		$589K Hold
1,913
– – 0.45% 62
2025
Q2 		$546K Sell
1,913
-1
-0.1% -$263 0.44% 61
2025
Q1 		$492K Sell
1,914
-38
-2% -$10.3K 0.49% 57
2024
Q4 		$526K Buy
+1,952
New +$529K 0.52% 48

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PUREfi Wealth's VV Position: Q3 2026 in Review

PUREfi Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 1,807 shares worth $636K. The position accounts for 0.3% of the portfolio, ranked #76.

PUREfi Wealth first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • PUREfi Wealth held 1,807 shares of Vanguard Morningstar Large-Cap ETF worth $636K as of Q3 2026.
  • PUREfi Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.3% of PUREfi Wealth's portfolio in Q3 2026, its #76 holding.
  • PUREfi Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.