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

Watershed 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
Q2 		$4.34M Hold
12,610
– – 1.22% 20
2026
Q1 		$3.77M Sell
12,610
-2,070
-14% -$648K 1.18% 24
2025
Q4 		$4.62M Sell
14,680
-32
-0.2% -$9.99K 1.39% 19
2025
Q3 		$4.53M Sell
14,712
-766
-5% -$227K 1.43% 16
2025
Q2 		$4.42M Sell
15,478
-23
-0.1% -$6.06K 1.61% 17
2025
Q1 		$3.98M Sell
15,501
-5
-0% -$1.35K 1.59% 17
2024
Q4 		$4.18M Sell
15,506
-3
-0% -$813 1.63% 15
2024
Q3 		$4.08M Sell
15,509
-212
-1% -$53.8K 1.63% 14
2024
Q2 		$3.92M Sell
15,721
-58
-0.4% -$13.9K 1.67% 15
2024
Q1 		$3.78M Buy
15,779
+2,714
+21% +$621K 1.68% 13
2023
Q4 		$2.85M Sell
13,065
-3,354
-20% -$686K 1.58% 20
2023
Q3 		$3.21M Buy
16,419
+76
+0.5% +$15.5K 1.98% 16
2023
Q2 		$3.31M Sell
16,343
-284
-2% -$54.4K 2.01% 16
2023
Q1 		$3.11M Buy
16,627
+1,703
+11% +$310K 2.1% 16
2022
Q4 		$2.6M Buy
+14,924
New +$2.62M 1.97% 18

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

Watershed Private Wealth's VV Position: Q2 2026 in Review

Watershed Private Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 12,610 shares worth $4.34M. The position accounts for 1.22% of the portfolio, ranked #20.

Watershed Private Wealth first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.62M in Q4 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Watershed Private Wealth held 12,610 shares of Vanguard Morningstar Large-Cap ETF worth $4.34M as of Q2 2026.
  • Watershed Private Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 1.22% of Watershed Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Watershed Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Watershed Private Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $4.62M in Q4 2025.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.