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

Revisor 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	$345K	Sell	1,003 -27	-3%	-$9.01K	0.08%	271
2026 Q1	$308K	Hold	1,030	–	–	0.09%	247
2025 Q4	$327K	Buy	1,030 +177	+21%	+$55.3K	0.09%	229
2025 Q3	$265K	Hold	853	–	–	0.09%	227
2025 Q2	$246K	Hold	853	–	–	0.09%	241
2025 Q1	$219K	Buy	+853	New	+$231K	0.1%	208
2024 Q4	–	Sell	-1,799	Closed	-$474K	–	178
2024 Q3	$474K	Sell	1,799 -146	-8%	-$37K	0.3%	69
2024 Q2	$486K	Sell	1,945 -2,335	-55%	-$561K	0.34%	59
2024 Q1	$975K	Buy	+4,280	New	+$979K	0.44%	46
2023 Q4	–	Sell	-2,395	Closed	-$469K	–	174
2023 Q3	$469K	Sell	2,395 -3,380	-59%	-$688K	0.4%	56
2023 Q2	$1.17M	Sell	5,775 -675	-10%	-$129K	1.05%	22
2023 Q1	$1.2M	Buy	+6,450	New	+$1.17M	1.1%	19

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

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

Revisor Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.6% in Q2 2026, selling an estimated $9.01K and leaving 1,003 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #271.

Revisor Wealth Management first reported a position in VV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q1 2023. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Revisor Wealth Management held 1,003 shares of Vanguard Morningstar Large-Cap ETF worth $345K as of Q2 2026.
Revisor Wealth Management sold 27 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $9.01K.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Revisor Wealth Management's portfolio in Q2 2026, its #271 holding.
Revisor Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 12 quarters since.
Revisor Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.2M in Q1 2023.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.