Weaver Consulting Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Weaver Consulting 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	$602K	Buy	1,751 +9	+0.5%	+$3K	0.12%	145
2026 Q1	$521K	Buy	1,742 +79	+5%	+$24.7K	0.12%	144
2025 Q4	$524K	Hold	1,663	–	–	0.13%	140
2025 Q3	$512K	Buy	1,663 +9	+0.5%	+$2.67K	0.13%	135
2025 Q2	$472K	Hold	1,654	–	–	0.13%	133
2025 Q1	$425K	Hold	1,654	–	–	0.13%	135
2024 Q4	$446K	Hold	1,654	–	–	0.14%	123
2024 Q3	$435K	Hold	1,654	–	–	0.14%	124
2024 Q2	$413K	Hold	1,654	–	–	0.14%	122
2024 Q1	$397K	Hold	1,654	–	–	0.15%	126
2023 Q4	$361K	Hold	1,654	–	–	0.15%	122
2023 Q3	$324K	Hold	1,654	–	–	0.15%	129
2023 Q2	$335K	Hold	1,654	–	–	0.15%	124
2023 Q1	$309K	Sell	1,654 -290	-15%	-$52.8K	0.14%	136
2022 Q4	$339K	Hold	1,944	–	–	0.17%	117
2022 Q3	$318K	Hold	1,944	–	–	0.18%	110
2022 Q2	$335K	Hold	1,944	–	–	0.19%	108
2022 Q1	$405K	Hold	1,944	–	–	0.2%	102
2021 Q4	$430K	Hold	1,944	–	–	0.21%	89
2021 Q3	$391K	Hold	1,944	–	–	0.21%	93
2021 Q2	$390K	Hold	1,944	–	–	0.22%	93
2021 Q1	$360K	Hold	1,944	–	–	0.22%	86
2020 Q4	$342K	Buy	1,944 +200	+11%	+$33.2K	0.21%	90
2020 Q3	$273K	Hold	1,744	–	–	0.16%	92
2020 Q2	$249K	Hold	1,744	–	–	0.14%	99
2020 Q1	$207K	Hold	1,744	–	–	0.14%	103
2019 Q4	$238K	Hold	1,744	–	–	0.13%	101
2019 Q3	$241K	Hold	1,744	–	–	0.13%	92
2019 Q2	$235K	Sell	1,744 -346	-17%	-$45.8K	0.13%	91
2019 Q1	$277K	Buy	+2,090	New	+$261K	0.08%	177

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

Weaver Consulting Group's VV Position: Q2 2026 in Review

Weaver Consulting Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.52% in Q2 2026, buying an estimated $3K and bringing the position to 1,751 shares worth $602K. The position accounts for 0.12% of the portfolio, ranked #145.

Weaver Consulting Group first reported a position in VV in Q1 2019 and has held it in 30 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Weaver Consulting Group held 1,751 shares of Vanguard Morningstar Large-Cap ETF worth $602K as of Q2 2026.
Weaver Consulting Group bought 9 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3K.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Weaver Consulting Group's portfolio in Q2 2026, its #145 holding.
Weaver Consulting Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 30 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.