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

Quadrant Private 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	–	Sell	-1,352	Closed	-$404K	–	305
2026 Q1	$404K	Sell	1,352 -247	-15%	-$77.3K	0.06%	203
2025 Q4	$503K	Buy	1,599 +95	+6%	+$29.7K	0.08%	169
2025 Q3	$464K	Sell	1,504 -71	-5%	-$21K	0.08%	165
2025 Q2	$451K	Buy	1,575 +350	+29%	+$92.2K	0.09%	159
2025 Q1	$315K	Buy	1,225 +297	+32%	+$80.4K	0.08%	178
2024 Q4	$250K	Buy	928 +53	+6%	+$14.4K	0.06%	208
2024 Q3	$231K	Buy	+875	New	+$222K	0.06%	219

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

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

Quadrant Private Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 1,352 shares — an estimated $404K sold.

Quadrant Private Wealth Management first reported a position in VV in Q3 2024 and held it in 7 quarters. The position peaked at $503K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Quadrant Private Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 1,352 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $404K.
Quadrant Private Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and held it in 7 quarters.
Quadrant Private Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $503K in Q4 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.