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

Timmons 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 		$103K Sell
300
-5
-2% -$1.67K 0.08% 31
2026
Q1 		$91.3K Hold
305
– – 0.09% 30
2025
Q4 		$95.9K Buy
+305
New +$95.2K 0.09% 31

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Timmons Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.6% in Q2 2026, selling an estimated $1.67K and leaving 300 shares worth $103K. The position accounts for 0.08% of the portfolio, ranked #31.

Timmons Wealth Management first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,367 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Timmons Wealth Management held 300 shares of Vanguard Morningstar Large-Cap ETF worth $103K as of Q2 2026.
  • Timmons Wealth Management sold 5 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of Timmons Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Timmons Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,367 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Timmons Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.