TL Private Wealth
VV icon

TL Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

TL Private 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
Q3 		$312K Buy
868
+2
+0.2% +$700 0.11% 38
2026
Q2 		$298K Buy
+866
New +$289K 0.11% 39

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TL Private Wealth's VV Position: Q3 2026 in Review

TL Private Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.23% in Q3 2026, buying an estimated $700 and bringing the position to 868 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #38.

TL Private Wealth first reported a position in VV in Q2 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • TL Private Wealth held 868 shares of Vanguard Morningstar Large-Cap ETF worth $312K as of Q3 2026.
  • TL Private Wealth bought 2 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $700.
  • Vanguard Morningstar Large-Cap ETF made up 0.11% of TL Private Wealth's portfolio in Q3 2026, its #38 holding.
  • TL Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.