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

Smith Salley 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	$375K	Buy	1,090 +352	+48%	+$117K	0.02%	217
2026 Q1	$221K	Sell	738 -24	-3%	-$7.51K	0.01%	255
2025 Q4	$240K	Hold	762	–	–	0.01%	245
2025 Q3	$235K	Hold	762	–	–	0.01%	245
2025 Q2	$217K	Buy	+762	New	+$201K	0.01%	247
2025 Q1	–	Sell	-762	Closed	-$205K	–	263
2024 Q4	$205K	Hold	762	–	–	0.01%	241
2024 Q3	$201K	Buy	+762	New	+$193K	0.01%	235
2024 Q1	–	Sell	-1,137	Closed	-$248K	–	254
2023 Q4	$248K	Hold	1,137	–	–	0.02%	223
2023 Q3	$223K	Buy	+1,137	New	+$232K	0.02%	220
2022 Q3	–	Sell	-1,250	Closed	-$215K	–	231
2022 Q2	$215K	Buy	1,250 +69	+6%	+$13K	0.02%	213
2022 Q1	$246K	Hold	1,181	–	–	0.02%	213
2021 Q4	$261K	Hold	1,181	–	–	0.02%	222
2021 Q3	$237K	Buy	1,181 +130	+12%	+$26.9K	0.02%	227
2021 Q2	$211K	Buy	+1,051	New	+$205K	0.02%	236

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

Smith Salley Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 48% in Q2 2026, buying an estimated $117K and bringing the position to 1,090 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #217.

Smith Salley Wealth Management first reported a position in VV in Q2 2021 and has held it in 14 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Smith Salley Wealth Management held 1,090 shares of Vanguard Morningstar Large-Cap ETF worth $375K as of Q2 2026.
Smith Salley Wealth Management bought 352 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $117K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #217 holding.
Smith Salley Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 14 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.