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

Wealth Architects’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 		$21.7M Sell
62,994
-1,416
-2% -$472K 1.71% 16
2026
Q1 		$19.2M Sell
64,410
-2,355
-4% -$737K 1.72% 18
2025
Q4 		$21M Sell
66,765
-2,751
-4% -$859K 1.89% 16
2025
Q3 		$21.4M Sell
69,516
-728
-1% -$216K 2.02% 14
2025
Q2 		$20M Buy
70,244
+3,103
+5% +$818K 2.04% 14
2025
Q1 		$17.3M Sell
67,141
-832
-1% -$225K 1.9% 17
2024
Q4 		$18.3M Sell
67,973
-2,168
-3% -$587K 2.07% 15
2024
Q3 		$18.5M Sell
70,141
-2,219
-3% -$563K 2.09% 15
2024
Q2 		$18.1M Sell
72,360
-2,944
-4% -$707K 2.21% 13
2024
Q1 		$18.1M Sell
75,304
-1,809
-2% -$414K 2.38% 12
2023
Q4 		$16.8M Sell
77,113
-2,136
-3% -$437K 2.36% 14
2023
Q3 		$15.5M Sell
79,249
-165
-0.2% -$33.6K 2.64% 11
2023
Q2 		$16.1M Sell
79,414
-1,054
-1% -$202K 2.66% 11
2023
Q1 		$15M Sell
80,468
-2,890
-3% -$526K 2.66% 12
2022
Q4 		$14.5M Sell
83,358
-2,030
-2% -$356K 2.75% 12
2022
Q3 		$14M Buy
85,388
+933
+1% +$170K 2.92% 11
2022
Q2 		$14.6M Buy
84,455
+10,736
+15% +$2.02M 2.84% 11
2022
Q1 		$15.4M Buy
73,719
+7,836
+12% +$1.61M 2.61% 12
2021
Q4 		$14.6M Sell
65,883
-1,894
-3% -$406K 2.55% 11
2021
Q3 		$13.6M Sell
67,777
-1,491
-2% -$308K 2.64% 12
2021
Q2 		$13.9M Sell
69,268
-407
-0.6% -$79.4K 2.72% 11
2021
Q1 		$12.9M Sell
69,675
-745
-1% -$135K 2.8% 12
2020
Q4 		$12.4M Sell
70,420
-1,622
-2% -$269K 2.88% 12
2020
Q3 		$11.3M Sell
72,042
-2,615
-4% -$403K 3.06% 10
2020
Q2 		$10.7M Sell
74,657
-2,284
-3% -$309K 2.99% 12
2020
Q1 		$9.11M Buy
76,941
+7,473
+11% +$1.05M 3.16% 12
2019
Q4 		$10.3M Sell
69,468
-573
-0.8% -$81.1K 2.87% 12
2019
Q3 		$9.55M Sell
70,041
-612
-0.9% -$83.1K 2.91% 10
2019
Q2 		$9.52M Sell
70,653
-518
-0.7% -$68.5K 2.87% 10
2019
Q1 		$9.24M Buy
71,171
+1,316
+2% +$165K 2.88% 10
2018
Q4 		$8.02M Sell
69,855
-6,613
-9% -$819K 2.88% 10
2018
Q3 		$10.2M Sell
76,468
-393
-0.5% -$51.5K 3.15% 10
2018
Q2 		$9.59M Sell
76,861
-2,008
-3% -$249K 3.1% 10
2018
Q1 		$9.56M Sell
78,869
-3,526
-4% -$443K 3.17% 10
2017
Q4 		$10.1M Sell
82,395
-2,272
-3% -$271K 3.31% 9
2017
Q3 		$9.77M Sell
84,667
-406
-0.5% -$46K 3.4% 8
2017
Q2 		$9.44M Sell
85,073
-2,039
-2% -$224K 3.52% 8
2017
Q1 		$9.41M Sell
87,112
-665
-0.8% -$70.9K 3.74% 7
2016
Q4 		$8.99M Sell
87,777
-948
-1% -$94.9K 4% 6
2016
Q3 		$8.8M Sell
88,725
-2,232
-2% -$221K 4.07% 6
2016
Q2 		$8.72M Sell
90,957
-721
-0.8% -$68.4K 4.22% 6
2016
Q1 		$8.62M Sell
91,678
-477
-0.5% -$42.5K 4.3% 6
2015
Q4 		$8.62M Buy
92,155
+11,184
+14% +$1.05M 4.26% 7
2015
Q3 		$7.13M Buy
80,971
+13,313
+20% +$1.24M 3.83% 7
2015
Q2 		$6.42M Sell
67,658
-730
-1% -$70.7K 3.45% 7
2015
Q1 		$6.51M Sell
68,388
-619
-0.9% -$58.8K 3.75% 7
2014
Q4 		$6.51M Buy
+69,007
New +$6.37M 3.83% 7

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

Wealth Architects's VV Position: Q2 2026 in Review

Wealth Architects reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.2% in Q2 2026, selling an estimated $472K and leaving 62,994 shares worth $21.7M. The position accounts for 1.71% of the portfolio, ranked #16.

Wealth Architects first reported a position in VV in Q4 2014 and has held it in 47 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Wealth Architects held 62,994 shares of Vanguard Morningstar Large-Cap ETF worth $21.7M as of Q2 2026.
  • Wealth Architects sold 1,416 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $472K.
  • Vanguard Morningstar Large-Cap ETF made up 1.71% of Wealth Architects's portfolio in Q2 2026, its #16 holding.
  • Wealth Architects first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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