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

Waverly 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	$3.67M	Buy	10,681 +2,766	+35%	+$923K	0.02%	535
2026 Q1	$2.37M	Sell	7,915 -50	-0.6%	-$15.6K	0.02%	608
2025 Q4	$2.51M	Buy	7,965 +824	+12%	+$257K	0.02%	543
2025 Q3	$2.2M	Sell	7,141 -533	-7%	-$158K	0.02%	494
2025 Q2	$2.19M	Buy	7,674 +4,954	+182%	+$1.31M	0.02%	476
2025 Q1	$699K	Buy	2,720 +54	+2%	+$14.6K	0.01%	690
2024 Q4	$719K	Sell	2,666 -369	-12%	-$100K	0.01%	588
2024 Q3	$799K	Sell	3,035 -92	-3%	-$23.3K	0.01%	490
2024 Q2	$781K	Buy	3,127 +1,602	+105%	+$385K	0.02%	480
2024 Q1	$366K	Buy	1,525 +301	+25%	+$68.9K	0.01%	530
2023 Q4	$267K	Buy	+1,224	New	+$250K	0.01%	376
2015 Q1	–	Sell	-106	Closed	-$10K	–	430
2014 Q4	$10K	Hold	106	–	–	0.01%	316
2014 Q3	$10K	Hold	106	–	–	0.01%	487
2014 Q2	$10K	Buy	+106	New	+$9.26K	﹤0.01%	451
2013 Q4	–	Sell	-847	Closed	-$66K	–	846
2013 Q3	$66K	Buy	+847	New	+$65.1K	0.03%	205

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

Waverly Advisors's VV Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 35% in Q2 2026, buying an estimated $923K and bringing the position to 10,681 shares worth $3.67M. The position accounts for 0.02% of the portfolio, ranked #535.

Waverly Advisors first reported a position in VV in Q3 2013 and has held it in 15 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Waverly Advisors held 10,681 shares of Vanguard Morningstar Large-Cap ETF worth $3.67M as of Q2 2026.
Waverly Advisors bought 2,766 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $923K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #535 holding.
Waverly Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2013 and has held it in 15 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.