Schneider Downs Wealth Management Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Schneider Downs Wealth Management Advisors’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	$282K	Hold	821	–	–	0.03%	140
2026 Q1	$245K	Hold	821	–	–	0.03%	139
2025 Q4	$258K	Hold	821	–	–	0.03%	135
2025 Q3	$253K	Hold	821	–	–	0.03%	133
2025 Q2	$234K	Hold	821	–	–	0.04%	133
2025 Q1	$211K	Hold	821	–	–	0.04%	136
2024 Q4	$221K	Hold	821	–	–	0.04%	128
2024 Q3	$216K	Sell	821 -8	-1%	-$2.03K	0.04%	131
2024 Q2	$207K	Buy	+829	New	+$199K	0.05%	125

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

Schneider Downs Wealth Management Advisors's VV Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 821 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #140.

Schneider Downs Wealth Management Advisors first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Schneider Downs Wealth Management Advisors held 821 shares of Vanguard Morningstar Large-Cap ETF worth $282K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #140 holding.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.