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

Tanager 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	$273K	Hold	795	–	–	0.02%	130
2026 Q1	$238K	Hold	795	–	–	0.02%	130
2025 Q4	$250K	Hold	795	–	–	0.03%	117
2025 Q3	$245K	Hold	795	–	–	0.03%	111
2025 Q2	$227K	Hold	795	–	–	0.03%	110
2025 Q1	$204K	Hold	795	–	–	0.03%	114
2024 Q4	$214K	Hold	795	–	–	0.03%	112
2024 Q3	$210K	Buy	+795	New	+$202K	0.03%	103
2023 Q3	–	Sell	-1,049	Closed	-$213K	–	88
2023 Q2	$213K	Buy	+1,049	New	+$201K	0.05%	82

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

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

Tanager Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 795 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #130.

Tanager Wealth Management first reported a position in VV in Q2 2023 and has held it in 9 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Tanager Wealth Management held 795 shares of Vanguard Morningstar Large-Cap ETF worth $273K as of Q2 2026.
Tanager Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Tanager Wealth Management's portfolio in Q2 2026, its #130 holding.
Tanager Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 9 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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