VSM Wealth Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

VSM Wealth Advisory’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	$57.4M	Sell	166,932 -436	-0.3%	-$145K	15.25%	1
2026 Q1	$50M	Buy	167,368 +2,031	+1%	+$635K	14.94%	1
2025 Q4	$52M	Sell	165,337 -3,494	-2%	-$1.09M	15.63%	1
2025 Q3	$52M	Buy	168,831 +3,545	+2%	+$1.05M	16.17%	1
2025 Q2	$47.2M	Sell	165,286 -1,666	-1%	-$439K	15.58%	1
2025 Q1	$42.9M	Sell	166,952 -2,077	-1%	-$563K	15.42%	1
2024 Q4	$45.6M	Buy	+169,029	New	+$45.8M	16.26%	1

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

VSM Wealth Advisory's VV Position: Q2 2026 in Review

VSM Wealth Advisory reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.26% in Q2 2026, selling an estimated $145K and leaving 166,932 shares worth $57.4M. The position accounts for 15.25% of the portfolio, ranked #1.

VSM Wealth Advisory first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

VSM Wealth Advisory held 166,932 shares of Vanguard Morningstar Large-Cap ETF worth $57.4M as of Q2 2026.
VSM Wealth Advisory sold 436 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $145K.
Vanguard Morningstar Large-Cap ETF made up 15.25% of VSM Wealth Advisory's portfolio in Q2 2026, its #1 holding.
VSM Wealth Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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