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

Smith Partners 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	$239K	Hold	694	–	–	0.19%	64
2026 Q1	$207K	Sell	694 -571	-45%	-$179K	0.19%	72
2025 Q4	$398K	Buy	+1,265	New	+$395K	0.37%	45

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

Smith Partners Wealth Management's VV Position: Q2 2026 in Review

Smith Partners Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 694 shares worth $239K. The position accounts for 0.19% of the portfolio, ranked #64.

Smith Partners Wealth Management first reported a position in VV in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Smith Partners Wealth Management held 694 shares of Vanguard Morningstar Large-Cap ETF worth $239K as of Q2 2026.
Smith Partners Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.19% of Smith Partners Wealth Management's portfolio in Q2 2026, its #64 holding.
Smith Partners Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Smith Partners Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $398K in Q4 2025.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.