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Wedbush Securities’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wedbush Securities’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 		$1.47M Sell
4,282
-399
-9% -$133K 0.04% 371
2026
Q1 		$1.4M Sell
4,681
-563
-11% -$176K 0.04% 356
2025
Q4 		$1.65M Buy
5,244
+89
+2% +$27.8K 0.05% 306
2025
Q3 		$1.59M Sell
5,155
-378
-7% -$112K 0.05% 292
2025
Q2 		$1.58M Buy
5,533
+721
+15% +$190K 0.06% 283
2025
Q1 		$1.24M Sell
4,812
-78
-2% -$21.1K 0.05% 329
2024
Q4 		$1.32M Sell
4,890
-38
-0.8% -$10.3K 0.05% 298
2024
Q3 		$1.3M Sell
4,928
-5
-0.1% -$1.27K 0.05% 303
2024
Q2 		$1.23M Buy
4,933
+268
+6% +$64.4K 0.04% 312
2024
Q1 		$1.12M Buy
4,665
+3,031
+185% +$694K 0.04% 349
2023
Q4 		$356K Hold
1,634
– – 0.02% 691
2023
Q3 		$320K Buy
1,634
+71
+5% +$14.5K 0.02% 698
2023
Q2 		$317K Sell
1,563
-190
-11% -$36.4K 0.02% 729
2023
Q1 		$327K Sell
1,753
-46
-3% -$8.38K 0.02% 722
2022
Q4 		$313K Sell
1,799
-125
-6% -$21.9K 0.02% 718
2022
Q3 		$315K Hold
1,924
– – 0.02% 698
2022
Q2 		$332K Hold
1,924
– – 0.02% 706
2022
Q1 		$401K Buy
1,924
+46
+2% +$9.45K 0.02% 671
2021
Q4 		$415K Sell
1,878
-160
-8% -$34.3K 0.02% 716
2021
Q3 		$409K Hold
2,038
– – 0.02% 693
2021
Q2 		$409K Hold
2,038
– – 0.02% 703
2021
Q1 		$378K Buy
2,038
+319
+19% +$57.8K 0.02% 689
2020
Q4 		$302K Sell
1,719
-188
-10% -$31.2K 0.03% 646
2020
Q3 		$298K Buy
1,907
+188
+11% +$29K 0.03% 620
2020
Q2 		$246K Sell
1,719
-200
-10% -$27K 0.02% 686
2020
Q1 		$227K Sell
1,919
-85
-4% -$11.9K 0.03% 630
2019
Q4 		$296K Hold
2,004
– – 0.03% 683
2019
Q3 		$273K Sell
2,004
-28
-1% -$3.8K 0.03% 675
2019
Q2 		$274K Sell
2,032
-6
-0.3% -$794 0.03% 671
2019
Q1 		$265K Sell
2,038
-582
-22% -$72.8K 0.03% 641
2018
Q4 		$301K Buy
+2,620
New +$324K 0.04% 538

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wedbush Securities's VV Position: Q2 2026 in Review

Wedbush Securities reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.5% in Q2 2026, selling an estimated $133K and leaving 4,282 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #371.

Wedbush Securities first reported a position in VV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.65M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Wedbush Securities held 4,282 shares of Vanguard Morningstar Large-Cap ETF worth $1.47M as of Q2 2026.
  • Wedbush Securities sold 399 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $133K.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Wedbush Securities's portfolio in Q2 2026, its #371 holding.
  • Wedbush Securities first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Wedbush Securities's Vanguard Morningstar Large-Cap ETF position peaked at $1.65M in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.