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

SHP 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
Q1 		$497K Hold
1,663
– – 0.04% 153
2025
Q4 		$523K Buy
+1,663
New +$519K 0.04% 144

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SHP Wealth Management's VV Position: Q1 2026 in Review

SHP Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 1,663 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #153.

SHP Wealth Management first reported a position in VV in Q4 2025 and has held it in 2 quarters since. The position peaked at $523K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • SHP Wealth Management held 1,663 shares of Vanguard Morningstar Large-Cap ETF worth $497K as of Q1 2026.
  • SHP Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #153 holding.
  • SHP Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $523K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.