Wealthcare Advisory Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wealthcare Advisory Partners’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	$1.29M	Sell	3,757 -2,713	-42%	-$905K	0.02%	450
2026 Q1	$1.93M	Buy	6,470 +87	+1%	+$27.2K	0.04%	377
2025 Q4	$2.01M	Buy	6,383 +2,612	+69%	+$816K	0.04%	364
2025 Q3	$1.16M	Buy	3,771 +43	+1%	+$12.7K	0.02%	459
2025 Q2	$1.06M	Buy	3,728 +53	+1%	+$14K	0.02%	467
2025 Q1	$944K	Buy	3,675 +299	+9%	+$81K	0.03%	452
2024 Q4	$911K	Sell	3,376 -20	-0.6%	-$5.42K	0.03%	442
2024 Q3	$894K	Buy	3,396 +3	+0.1%	+$761	0.03%	449
2024 Q2	$847K	Buy	3,393 +397	+13%	+$95.4K	0.03%	430
2024 Q1	$718K	Buy	2,996 +254	+9%	+$58.1K	0.02%	469
2023 Q4	$598K	Buy	2,742 +1,178	+75%	+$241K	0.02%	450
2023 Q3	$306K	Buy	1,564 +1	+0.1%	+$204	0.01%	546
2023 Q2	$317K	Sell	1,563 -57	-4%	-$10.9K	0.01%	546
2023 Q1	$303K	Buy	+1,620	New	+$295K	0.01%	576
2022 Q3	–	Sell	-1,160	Closed	-$200K	–	630
2022 Q2	$200K	Sell	1,160 -36	-3%	-$6.76K	0.01%	535
2022 Q1	$249K	Sell	1,196 -237	-17%	-$48.7K	0.02%	466
2021 Q4	$317K	Buy	1,433 +120	+9%	+$25.7K	0.02%	429
2021 Q3	$264K	Buy	1,313 +117	+10%	+$24.2K	0.02%	450
2021 Q2	$240K	Sell	1,196 -205	-15%	-$40K	0.02%	475
2021 Q1	$260K	Buy	+1,401	New	+$254K	0.02%	427
2020 Q2	–	Sell	-919	Closed	-$109K	–	1344
2020 Q1	$109K	Buy	919 +502	+120%	+$70.5K	0.02%	362
2019 Q4	$62K	Buy	417 +44	+12%	+$6.22K	0.01%	501
2019 Q3	$51K	Hold	373	–	–	0.01%	532
2019 Q2	$50K	Sell	373 -160	-30%	-$21.2K	0.01%	506
2019 Q1	$69K	Hold	533	–	–	0.01%	408
2018 Q4	$61K	Hold	533	–	–	0.01%	395
2018 Q3	$71K	Hold	533	–	–	0.01%	400
2018 Q2	$66K	Buy	+533	New	+$66.2K	0.01%	412

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

Wealthcare Advisory Partners's VV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 42% in Q2 2026, selling an estimated $905K and leaving 3,757 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #450.

Wealthcare Advisory Partners first reported a position in VV in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.01M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wealthcare Advisory Partners held 3,757 shares of Vanguard Morningstar Large-Cap ETF worth $1.29M as of Q2 2026.
Wealthcare Advisory Partners sold 2,713 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $905K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #450 holding.
Wealthcare Advisory Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and has held it in 28 quarters since.
Wealthcare Advisory Partners's Vanguard Morningstar Large-Cap ETF position peaked at $2.01M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.