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 Q3	$613K	Sell	1,742 -9	-0.5%	-$3.15K	0.12%	158
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%	+$2.66K	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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weaver Consulting Group's VV Position: Q3 2026 in Review

Weaver Consulting Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.51% in Q3 2026, selling an estimated $3.15K and leaving 1,742 shares worth $613K. The position accounts for 0.12% of the portfolio, ranked #158.

Weaver Consulting Group first reported a position in VV in Q1 2019 and has held it in 31 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Weaver Consulting Group held 1,742 shares of Vanguard Morningstar Large-Cap ETF worth $613K as of Q3 2026.
Weaver Consulting Group sold 9 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $3.15K.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Weaver Consulting Group's portfolio in Q3 2026, its #158 holding.
Weaver Consulting Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 31 quarters since.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.