Wealthspire Advisors (New York)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wealthspire Advisors (New York)’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	$182M	Sell	530,162 -277,621	-34%	-$92.6M	1%	22
2026 Q1	$241M	Buy	807,783 +262,452	+48%	+$82.1M	1.9%	14
2025 Q4	$172M	Sell	545,331 -495,641	-48%	-$155M	1.37%	18
2025 Q3	$320M	Sell	1,040,972 -55,906	-5%	-$16.6M	1.68%	15
2025 Q2	$313M	Buy	1,096,878 +227,460	+26%	+$59.9M	1.76%	15
2025 Q1	$223M	Buy	869,418 +420,575	+94%	+$114M	1.34%	17
2024 Q4	$121M	Buy	448,843 +8,217	+2%	+$2.23M	1.2%	18
2024 Q3	$116M	Buy	440,626 +362	+0.1%	+$91.8K	1.18%	17
2024 Q2	$110M	Sell	440,264 -3,163	-0.7%	-$760K	1.41%	15
2024 Q1	$106M	Sell	443,427 -17,310	-4%	-$3.96M	1.42%	15
2023 Q4	$101M	Sell	460,737 -21,057	-4%	-$4.3M	1.43%	14
2023 Q3	$94.3M	Buy	481,794 +2,605	+0.5%	+$531K	1.56%	14
2023 Q2	$97.1M	Sell	479,189 -5,303	-1%	-$1.02M	1.59%	13
2023 Q1	$90.5M	Buy	484,492 +48,204	+11%	+$8.78M	1.55%	13
2022 Q4	$76M	Buy	436,288 +91,121	+26%	+$16M	1.38%	16
2022 Q3	$56.5M	Buy	345,167 +90,617	+36%	+$16.5M	1.18%	15
2022 Q2	$43.9M	Buy	254,550 +101,032	+66%	+$19M	0.92%	19
2022 Q1	$32M	Buy	153,518 +35,341	+30%	+$7.26M	0.72%	20
2021 Q4	$26.1M	Buy	118,177 +1,977	+2%	+$424K	0.58%	26
2021 Q3	$23.3M	Sell	116,200 -20,182	-15%	-$4.17M	0.48%	33
2021 Q2	$27.4M	Sell	136,382 -2,718	-2%	-$530K	0.72%	22
2021 Q1	$25.8M	Sell	139,100 -2,353	-2%	-$426K	0.61%	27
2020 Q4	$24.9M	Buy	141,453 +23,067	+19%	+$3.83M	0.74%	25
2020 Q3	$18.5M	Sell	118,386 -2,799	-2%	-$432K	1.1%	15
2020 Q2	$17.3M	Buy	121,185 +9,329	+8%	+$1.26M	1.21%	15
2020 Q1	$13.2M	Buy	111,856 +108,473	+3,206%	+$15.2M	0.56%	29
2019 Q4	$500K	Hold	3,383	–	–	0.04%	104
2019 Q3	$461K	Buy	+3,383	New	+$459K	0.04%	92
2019 Q2	–	Hold	0	–	–	–	52
2018 Q4	–	Hold	0	–	–	–	151

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

Wealthspire Advisors (New York)'s VV Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 34% in Q2 2026, selling an estimated $92.6M and leaving 530,162 shares worth $182M. The position accounts for 1% of the portfolio, ranked #22.

Wealthspire Advisors (New York) first reported a position in VV in Q3 2019 and has held it in 28 quarters since. The position peaked at $320M in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wealthspire Advisors (New York) held 530,162 shares of Vanguard Morningstar Large-Cap ETF worth $182M as of Q2 2026.
Wealthspire Advisors (New York) sold 277,621 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $92.6M.
Vanguard Morningstar Large-Cap ETF made up 1% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #22 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s Vanguard Morningstar Large-Cap ETF position peaked at $320M in Q3 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.