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

Silverlake 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 		$1.32M Sell
3,825
-252
-6% -$84.1K 0.25% 117
2026
Q1 		$1.22M Sell
4,077
-79
-2% -$24.7K 0.25% 116
2025
Q4 		$1.31M Sell
4,156
-163
-4% -$50.9K 0.29% 103
2025
Q3 		$1.33M Hold
4,319
– – 0.32% 95
2025
Q2 		$1.23M Sell
4,319
-350
-7% -$92.2K 0.36% 87
2025
Q1 		$1.2M Sell
4,669
-79
-2% -$21.4K 0.45% 64
2024
Q4 		$1.28M Hold
4,748
– – 0.49% 61
2024
Q3 		$1.25M Sell
4,748
-10
-0.2% -$2.54K 0.47% 63
2024
Q2 		$1.19M Buy
4,758
+100
+2% +$24K 0.49% 57
2024
Q1 		$1.12M Sell
4,658
-125
-3% -$28.6K 0.57% 43
2023
Q4 		$1.04M Sell
4,783
-17
-0.4% -$3.48K 0.58% 42
2023
Q3 		$939K Sell
4,800
-202
-4% -$41.1K 0.53% 49
2023
Q2 		$1.01M Sell
5,002
-40
-0.8% -$7.67K 0.56% 48
2023
Q1 		$942K Buy
5,042
+1
+0% +$182 0.57% 44
2022
Q4 		$878K Sell
5,041
-1,875
-27% -$329K 0.55% 48
2022
Q3 		$1.13M Sell
6,916
-180
-3% -$32.7K 0.77% 32
2022
Q2 		$1.22M Sell
7,096
-23
-0.3% -$4.32K 0.8% 30
2022
Q1 		$1.48M Sell
7,119
-112
-2% -$23K 0.85% 29
2021
Q4 		$1.6M Buy
+7,231
New +$1.55M 0.86% 26

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

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

Silverlake Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.2% in Q2 2026, selling an estimated $84.1K and leaving 3,825 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #117.

Silverlake Wealth Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Silverlake Wealth Management held 3,825 shares of Vanguard Morningstar Large-Cap ETF worth $1.32M as of Q2 2026.
  • Silverlake Wealth Management sold 252 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $84.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.25% of Silverlake Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Silverlake Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.6M in Q4 2021.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.