Stone Summit Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Stone Summit 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	$2.65M	Hold	7,704	–	–	0.67%	43
2026 Q1	$2.3M	Sell	7,704 -3	-0%	-$939	0.64%	48
2025 Q4	$2.43M	Sell	7,707 -350	-4%	-$109K	0.66%	47
2025 Q3	$2.48M	Sell	8,057 -45	-0.6%	-$13.3K	0.7%	48
2025 Q2	$2.31M	Sell	8,102 -93	-1%	-$24.5K	0.72%	51
2025 Q1	$2.11M	Hold	8,195	–	–	0.71%	50
2024 Q4	$2.21M	Hold	8,195	–	–	0.74%	47
2024 Q3	$2.16M	Sell	8,195 -5	-0.1%	-$1.27K	0.7%	48
2024 Q2	$2.05M	Buy	8,200 +3	+0%	+$721	0.73%	43
2024 Q1	$1.97M	Buy	8,197 +20	+0.2%	+$4.58K	0.68%	51
2023 Q4	$1.78M	Sell	8,177 -17	-0.2%	-$3.48K	0.68%	49
2023 Q3	$1.6M	Sell	8,194 -55	-0.7%	-$11.2K	0.69%	52
2023 Q2	$1.67M	Sell	8,249 -57	-0.7%	-$10.9K	0.69%	51
2023 Q1	$1.55M	Hold	8,306	–	–	0.69%	51
2022 Q4	$1.45M	Hold	8,306	–	–	0.71%	48
2022 Q3	$1.36M	Hold	8,306	–	–	0.84%	43
2022 Q2	$1.43M	Sell	8,306 -163	-2%	-$30.6K	0.85%	42
2022 Q1	$1.77M	Hold	8,469	–	–	0.99%	33
2021 Q4	$1.87M	Buy	+8,469	New	+$1.82M	1.52%	22

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

Stone Summit Wealth's VV Position: Q2 2026 in Review

Stone Summit Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 7,704 shares worth $2.65M. The position accounts for 0.67% of the portfolio, ranked #43.

Stone Summit Wealth first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Stone Summit Wealth held 7,704 shares of Vanguard Morningstar Large-Cap ETF worth $2.65M as of Q2 2026.
Stone Summit Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.67% of Stone Summit Wealth's portfolio in Q2 2026, its #43 holding.
Stone Summit Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.