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

WealthShield 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	$445K	Sell	1,295 -457	-26%	-$152K	0.07%	168
2026 Q1	$524K	Hold	1,752	–	–	0.06%	239
2025 Q4	$552K	Sell	1,752 -55	-3%	-$17.2K	0.06%	235
2025 Q3	$556K	Sell	1,807 -5	-0.3%	-$1.48K	0.06%	227
2025 Q2	$517K	Hold	1,812	–	–	0.06%	234
2025 Q1	$466K	Buy	1,812 +1,215	+204%	+$329K	0.06%	226
2024 Q4	$161K	Hold	597	–	–	0.02%	303
2024 Q3	$158K	Hold	597	–	–	0.02%	314
2024 Q2	$150K	Sell	597 -35	-6%	-$8.41K	0.02%	298
2024 Q1	$152K	Hold	632	–	–	0.02%	290
2023 Q4	$138K	Sell	632 -1,097	-63%	-$224K	0.02%	300
2023 Q3	$338K	Sell	1,729 -10	-0.6%	-$2.04K	0.05%	241
2023 Q2	$353K	Hold	1,739	–	–	0.05%	234
2023 Q1	$325K	Buy	1,739 +25	+1%	+$4.55K	0.05%	241
2022 Q4	$299K	Buy	1,714 +23	+1%	+$4.04K	0.06%	242
2022 Q3	$277K	Buy	1,691 +19	+1%	+$3.45K	0.05%	251
2022 Q2	$288K	Buy	1,672 +52	+3%	+$9.76K	0.06%	252
2022 Q1	$338K	Buy	+1,620	New	+$333K	0.05%	273

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

WealthShield Partners's VV Position: Q2 2026 in Review

WealthShield Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 26% in Q2 2026, selling an estimated $152K and leaving 1,295 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #168.

WealthShield Partners first reported a position in VV in Q1 2022 and has held it in 18 quarters since. The position peaked at $556K in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

WealthShield Partners held 1,295 shares of Vanguard Morningstar Large-Cap ETF worth $445K as of Q2 2026.
WealthShield Partners sold 457 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $152K.
Vanguard Morningstar Large-Cap ETF made up 0.07% of WealthShield Partners's portfolio in Q2 2026, its #168 holding.
WealthShield Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
WealthShield Partners's Vanguard Morningstar Large-Cap ETF position peaked at $556K in Q3 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.