Savvy Advisors Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Savvy Advisors Inc’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	$7.55M	Buy	21,966 +1,299	+6%	+$433K	0.16%	111
2026 Q1	$6.18M	Buy	20,667 +9,597	+87%	+$3M	0.16%	103
2025 Q4	$3.48M	Buy	11,070 +743	+7%	+$232K	0.11%	130
2025 Q3	$3.18M	Sell	10,327 -169	-2%	-$50K	0.15%	101
2025 Q2	$2.99M	Buy	10,496 +3,562	+51%	+$939K	0.2%	75
2025 Q1	$1.78M	Buy	6,934 +3,580	+107%	+$970K	0.18%	91
2024 Q4	$905K	Buy	3,354 +1,771	+112%	+$480K	0.11%	155
2024 Q3	$417K	Buy	1,583 +71	+5%	+$18K	0.08%	204
2024 Q2	$377K	Sell	1,512 -258	-15%	-$62K	0.12%	178
2024 Q1	$424K	Buy	+1,770	New	+$405K	0.24%	111

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

Savvy Advisors Inc's VV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.3% in Q2 2026, buying an estimated $433K and bringing the position to 21,966 shares worth $7.55M. The position accounts for 0.16% of the portfolio, ranked #111.

Savvy Advisors Inc first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Savvy Advisors Inc held 21,966 shares of Vanguard Morningstar Large-Cap ETF worth $7.55M as of Q2 2026.
Savvy Advisors Inc bought 1,299 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $433K.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Savvy Advisors Inc's portfolio in Q2 2026, its #111 holding.
Savvy Advisors Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.