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

Sculati 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 		$3.15M Sell
9,220
-233
-2% -$77.7K 1.05% 26
2026
Q1 		$2.82M Sell
9,453
-203
-2% -$63.5K 1.04% 30
2025
Q4 		$3.04M Sell
9,656
-4,277
-31% -$1.34M 1.07% 27
2025
Q3 		$4.29M Sell
13,933
-13,002
-48% -$3.85M 1.51% 18
2025
Q2 		$7.68M Sell
26,935
-49,688
-65% -$13.1M 2.89% 6
2025
Q1 		$19.7M Buy
76,623
+476
+0.6% +$129K 7.96% 2
2024
Q4 		$20.5M Buy
76,147
+1,746
+2% +$473K 8.12% 2
2024
Q3 		$19.6M Buy
74,401
+12,987
+21% +$3.29M 7.81% 2
2024
Q2 		$15.3M Buy
61,414
+18,019
+42% +$4.33M 6.55% 2
2024
Q1 		$10.4M Buy
43,395
+2,395
+6% +$548K 4.49% 4
2023
Q4 		$8.94M Buy
41,000
+867
+2% +$177K 4.17% 4
2023
Q3 		$7.85M Buy
40,133
+1,986
+5% +$404K 4.01% 4
2023
Q2 		$7.73M Buy
38,147
+799
+2% +$153K 3.89% 4
2023
Q1 		$6.98M Buy
37,348
+871
+2% +$159K 3.71% 4
2022
Q4 		$6.35M Buy
36,477
+1,801
+5% +$316K 3.57% 4
2022
Q3 		$5.67M Buy
34,676
+1,500
+5% +$273K 3.35% 4
2022
Q2 		$5.72M Buy
33,176
+1,386
+4% +$260K 3.26% 4
2022
Q1 		$6.63M Buy
31,790
+1,555
+5% +$319K 3.24% 4
2021
Q4 		$6.68M Buy
30,235
+3,613
+14% +$775K 3.23% 6
2021
Q3 		$5.35M Buy
26,622
+1,025
+4% +$212K 2.83% 9
2021
Q2 		$5.14M Buy
25,597
+2,093
+9% +$408K 2.72% 9
2021
Q1 		$4.36M Buy
23,504
+1,718
+8% +$311K 2.51% 9
2020
Q4 		$3.83M Buy
21,786
+1,588
+8% +$264K 2.51% 9
2020
Q3 		$3.16M Buy
20,198
+5,206
+35% +$803K 2.37% 10
2020
Q2 		$2.14M Buy
14,992
+8,856
+144% +$1.2M 1.81% 13
2020
Q1 		$727K Buy
6,136
+1,687
+38% +$237K 0.8% 41
2019
Q4 		$658K Buy
+4,449
New +$629K 0.59% 52

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Sculati Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.5% in Q2 2026, selling an estimated $77.7K and leaving 9,220 shares worth $3.15M. The position accounts for 1.05% of the portfolio, ranked #26.

Sculati Wealth Management first reported a position in VV in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.5M in Q4 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Sculati Wealth Management held 9,220 shares of Vanguard Morningstar Large-Cap ETF worth $3.15M as of Q2 2026.
  • Sculati Wealth Management sold 233 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $77.7K.
  • Vanguard Morningstar Large-Cap ETF made up 1.05% of Sculati Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Sculati Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Sculati Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $20.5M in Q4 2024.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.