Signal Advisors Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Signal Advisors Wealth’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	$372K	Buy	1,081 +167	+18%	+$55.7K	0.02%	477
2026 Q1	$273K	Buy	914 +13	+1%	+$4.07K	0.02%	495
2025 Q4	$284K	Buy	901 +28	+3%	+$8.74K	0.02%	413
2025 Q3	$269K	Buy	+873	New	+$258K	0.02%	380
2024 Q2	–	Sell	-1,075	Closed	-$258K	–	283
2024 Q1	$258K	Buy	+1,075	New	+$246K	0.06%	250

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

Signal Advisors Wealth's VV Position: Q2 2026 in Review

Signal Advisors Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 18% in Q2 2026, buying an estimated $55.7K and bringing the position to 1,081 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #477.

Signal Advisors Wealth first reported a position in VV in Q1 2024 and has held it in 5 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Signal Advisors Wealth held 1,081 shares of Vanguard Morningstar Large-Cap ETF worth $372K as of Q2 2026.
Signal Advisors Wealth bought 167 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $55.7K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #477 holding.
Signal Advisors Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 5 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.