WealthCare Investment Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

WealthCare Investment 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	$502K	Buy	1,461 +36	+3%	+$12K	0.12%	127
2026 Q1	$431K	Buy	1,425 +530	+59%	+$166K	0.12%	129
2025 Q4	$282K	Sell	895 -106	-11%	-$33.1K	0.08%	153
2025 Q3	$309K	Sell	1,001 -20	-2%	-$5.92K	0.1%	135
2025 Q2	$295K	Buy	1,021 +5	+0.5%	+$1.32K	0.11%	127
2025 Q1	$240K	Buy	1,016 +59	+6%	+$16K	0.1%	132
2024 Q4	$258K	Buy	957 +4	+0.4%	+$1.08K	0.11%	120
2024 Q3	$248K	Buy	953 +149	+19%	+$37.8K	0.11%	119
2024 Q2	$201K	Buy	+804	New	+$193K	0.09%	134

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 Investment Partners's VV Position: Q2 2026 in Review

WealthCare Investment Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.5% in Q2 2026, buying an estimated $12K and bringing the position to 1,461 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #127.

WealthCare Investment Partners first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

WealthCare Investment Partners held 1,461 shares of Vanguard Morningstar Large-Cap ETF worth $502K as of Q2 2026.
WealthCare Investment Partners bought 36 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $12K.
Vanguard Morningstar Large-Cap ETF made up 0.12% of WealthCare Investment Partners's portfolio in Q2 2026, its #127 holding.
WealthCare Investment Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.