SP
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Successful Portfolios’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Successful Portfolios’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
Q3 		$317K Buy
886
+1
+0.1% +$350 0.15% 130
2026
Q2 		$308K Sell
885
-17
-2% -$5.67K 0.14% 137
2026
Q1 		$269K Buy
902
+16
+2% +$5.01K 0.15% 142
2025
Q4 		$284K Buy
886
+69
+8% +$21.5K 0.14% 139
2025
Q3 		$252K Buy
817
+114
+16% +$33.8K 0.15% 139
2025
Q2 		$201K Buy
+703
New +$185K 0.12% 161

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Successful Portfolios's VV Position: Q3 2026 in Review

Successful Portfolios increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.11% in Q3 2026, buying an estimated $350 and bringing the position to 886 shares worth $317K. The position accounts for 0.15% of the portfolio, ranked #130.

Successful Portfolios first reported a position in VV in Q2 2025 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Successful Portfolios held 886 shares of Vanguard Morningstar Large-Cap ETF worth $317K as of Q3 2026.
  • Successful Portfolios bought 1 Vanguard Morningstar Large-Cap ETF share in Q3 2026, an estimated $350.
  • Vanguard Morningstar Large-Cap ETF made up 0.15% of Successful Portfolios's portfolio in Q3 2026, its #130 holding.
  • Successful Portfolios first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.