QWM
VV icon

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

Quaker 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
2025
Q2 		– Sell
-54
Closed -$13.9K – 1716
2025
Q1 		$13.9K Buy
+54
New +$14.6K ﹤0.01% 274

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

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

Quaker Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 54 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #240.

Quaker Wealth Management first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 664 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Quaker Wealth Management held 54 shares of Vanguard Morningstar Large-Cap ETF worth $18.6K as of Q2 2026.
  • Quaker Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Quaker Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 664 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.