Seven Springs Wealth Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Seven Springs Wealth Group’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	$481K	Hold	1,400	–	–	0.11%	55
2026 Q1	$418K	Hold	1,400	–	–	0.1%	55
2025 Q4	$441K	Hold	1,400	–	–	0.13%	55
2025 Q3	$431K	Hold	1,400	–	–	0.1%	57
2025 Q2	$399K	Hold	1,400	–	–	0.1%	59
2025 Q1	$360K	Hold	1,400	–	–	0.13%	59
2024 Q4	$378K	Hold	1,400	–	–	0.14%	52
2024 Q3	$369K	Hold	1,400	–	–	0.13%	55
2024 Q2	$349K	Hold	1,400	–	–	0.14%	50
2024 Q1	$336K	Hold	1,400	–	–	0.13%	50
2023 Q4	$305K	Hold	1,400	–	–	0.14%	48
2023 Q3	$274K	Hold	1,400	–	–	0.13%	49
2023 Q2	$284K	Hold	1,400	–	–	0.13%	51
2023 Q1	$262K	Hold	1,400	–	–	0.13%	49
2022 Q4	$244K	Hold	1,400	–	–	0.12%	51
2022 Q3	$229K	Hold	1,400	–	–	0.12%	55
2022 Q2	$241K	Hold	1,400	–	–	0.12%	62
2022 Q1	$292K	Hold	1,400	–	–	0.14%	57
2021 Q4	$309K	Hold	1,400	–	–	0.14%	54
2021 Q3	$281K	Hold	1,400	–	–	0.14%	60
2021 Q2	$281K	Hold	1,400	–	–	0.12%	67
2021 Q1	$259K	Hold	1,400	–	–	0.12%	47
2020 Q4	$246K	Hold	1,400	–	–	0.13%	46
2020 Q3	$219K	Hold	1,400	–	–	0.14%	47
2020 Q2	$200K	Hold	1,400	–	–	0.13%	45
2020 Q1	$166K	Hold	1,400	–	–	0.12%	52
2019 Q4	$207K	Buy	+1,400	New	+$198K	0.14%	48

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

Seven Springs Wealth Group's VV Position: Q2 2026 in Review

Seven Springs Wealth Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,400 shares worth $481K. The position accounts for 0.11% of the portfolio, ranked #55.

Seven Springs Wealth Group first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Seven Springs Wealth Group held 1,400 shares of Vanguard Morningstar Large-Cap ETF worth $481K as of Q2 2026.
Seven Springs Wealth Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Seven Springs Wealth Group's portfolio in Q2 2026, its #55 holding.
Seven Springs Wealth Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.