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

Strategies Wealth Advisors’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	$286K	Sell	832 -51	-6%	-$17K	0.03%	167
2026 Q1	$264K	Sell	883 -68	-7%	-$21.3K	0.03%	154
2025 Q4	$299K	Buy	951 +1	+0.1%	+$312	0.03%	143
2025 Q3	$293K	Sell	950 -2	-0.2%	-$592	0.03%	148
2025 Q2	$272K	Buy	952 +111	+13%	+$29.2K	0.03%	152
2025 Q1	$216K	Sell	841 -113	-12%	-$30.6K	0.03%	163
2024 Q4	$267K	Buy	954 +119	+14%	+$32.2K	0.03%	108
2024 Q3	$220K	Hold	835	–	–	0.03%	88
2024 Q2	$208K	Hold	835	–	–	0.03%	86
2024 Q1	$200K	Buy	+835	New	+$191K	0.03%	95

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

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

Strategies Wealth Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.8% in Q2 2026, selling an estimated $17K and leaving 832 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #167.

Strategies Wealth Advisors first reported a position in VV in Q1 2024 and has held it in 10 quarters since. The position peaked at $299K in Q4 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Strategies Wealth Advisors held 832 shares of Vanguard Morningstar Large-Cap ETF worth $286K as of Q2 2026.
Strategies Wealth Advisors sold 51 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $17K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Strategies Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Strategies Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $299K in Q4 2025.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.