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

Visionary 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	$269K	Hold	784	–	–	0.01%	579
2026 Q1	$234K	Sell	784 -46	-6%	-$14.4K	0.01%	570
2025 Q4	$261K	Buy	830 +14	+2%	+$4.37K	0.01%	528
2025 Q3	$251K	Buy	816 +5	+0.6%	+$1.48K	0.01%	531
2025 Q2	$231K	Buy	811 +18	+2%	+$4.74K	0.01%	519
2025 Q1	$204K	Sell	793 -92	-10%	-$24.9K	0.01%	518
2024 Q4	$239K	Buy	885 +89	+11%	+$24.1K	0.01%	486
2024 Q3	$210K	Buy	+796	New	+$202K	0.01%	508
2022 Q2	–	Sell	-1,406	Closed	-$293K	–	476
2022 Q1	$293K	Buy	+1,406	New	+$289K	0.02%	327

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

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

Visionary Wealth Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 784 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #579.

Visionary Wealth Advisors first reported a position in VV in Q1 2022 and has held it in 9 quarters since. The position peaked at $293K in Q1 2022. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Visionary Wealth Advisors held 784 shares of Vanguard Morningstar Large-Cap ETF worth $269K as of Q2 2026.
Visionary Wealth Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #579 holding.
Visionary Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 9 quarters since.
Visionary Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $293K in Q1 2022.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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