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

Wealth Dimensions Group’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	$390K	Hold	1,135	–	–	0.07%	125
2026 Q1	$339K	Buy	1,135 +40	+4%	+$12.5K	0.07%	130
2025 Q4	$345K	Hold	1,095	–	–	0.07%	123
2025 Q3	$337K	Buy	1,095 +30	+3%	+$8.88K	0.07%	127
2025 Q2	$304K	Hold	1,065	–	–	0.07%	130
2025 Q1	$274K	Hold	1,065	–	–	0.07%	132
2024 Q4	$287K	Sell	1,065 -107	-9%	-$29K	0.07%	122
2024 Q3	$309K	Buy	1,172 +1	+0.1%	+$254	0.08%	113
2024 Q2	$292K	Hold	1,171	–	–	0.08%	113
2024 Q1	$281K	Hold	1,171	–	–	0.08%	113
2023 Q4	$255K	Hold	1,171	–	–	0.08%	118
2023 Q3	$229K	Hold	1,171	–	–	0.08%	120
2023 Q2	$237K	Hold	1,171	–	–	0.09%	121
2023 Q1	$219K	Hold	1,171	–	–	0.08%	124
2022 Q4	$204K	Buy	+1,171	New	+$205K	0.08%	125
2022 Q3	–	Sell	-1,171	Closed	-$202K	–	126
2022 Q2	$202K	Hold	1,171	–	–	0.1%	123
2022 Q1	$244K	Hold	1,171	–	–	0.11%	121
2021 Q4	$259K	Hold	1,171	–	–	0.13%	114
2021 Q3	$235K	Hold	1,171	–	–	0.15%	115
2021 Q2	$235K	Hold	1,171	–	–	0.16%	106
2021 Q1	$217K	Hold	1,171	–	–	0.17%	107
2020 Q4	$206K	Buy	+1,171	New	+$195K	0.18%	104

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

Wealth Dimensions Group's VV Position: Q2 2026 in Review

Wealth Dimensions Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,135 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #125.

Wealth Dimensions Group first reported a position in VV in Q4 2020 and has held it in 22 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wealth Dimensions Group held 1,135 shares of Vanguard Morningstar Large-Cap ETF worth $390K as of Q2 2026.
Wealth Dimensions Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Wealth Dimensions Group's portfolio in Q2 2026, its #125 holding.
Wealth Dimensions Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 22 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.