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

Quadcap Wealth 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	$1.43M	Buy	4,147 +11	+0.3%	+$3.67K	0.14%	131
2026 Q1	$1.24M	Sell	4,136 -835	-17%	-$261K	0.14%	135
2025 Q4	$1.56M	Buy	4,971 +24	+0.5%	+$7.5K	0.18%	106
2025 Q3	$1.52M	Sell	4,947 -1,017	-17%	-$301K	0.18%	106
2025 Q2	$1.7M	Hold	5,964	–	–	0.22%	95
2025 Q1	$1.53M	Buy	5,964 +19	+0.3%	+$5.15K	0.22%	96
2024 Q4	$1.6M	Buy	5,945 +550	+10%	+$149K	0.24%	87
2024 Q3	$1.42M	Sell	5,395 -818	-13%	-$208K	0.22%	98
2024 Q2	$1.55M	Hold	6,213	–	–	0.28%	76
2024 Q1	$1.49M	Buy	6,213 +21	+0.3%	+$4.8K	0.34%	63
2023 Q4	$1.35M	Buy	+6,192	New	+$1.27M	0.35%	69

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

Quadcap Wealth Management's VV Position: Q2 2026 in Review

Quadcap Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.27% in Q2 2026, buying an estimated $3.67K and bringing the position to 4,147 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #131.

Quadcap Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q2 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Quadcap Wealth Management held 4,147 shares of Vanguard Morningstar Large-Cap ETF worth $1.43M as of Q2 2026.
Quadcap Wealth Management bought 11 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.67K.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Quadcap Wealth Management's portfolio in Q2 2026, its #131 holding.
Quadcap Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.7M in Q2 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.