Wedgewood Investors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wedgewood Investors’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	$443K	Hold	1,287	–	–	0.45%	55
2026 Q1	$385K	Hold	1,287	–	–	0.44%	58
2025 Q4	$405K	Hold	1,287	–	–	0.46%	56
2025 Q3	$396K	Hold	1,287	–	–	0.43%	58
2025 Q2	$367K	Hold	1,287	–	–	0.42%	57
2025 Q1	$331K	Hold	1,287	–	–	0.39%	63
2024 Q4	$347K	Hold	1,287	–	–	0.41%	63
2024 Q3	$339K	Hold	1,287	–	–	0.37%	69
2024 Q2	$321K	Buy	+1,287	New	+$309K	0.38%	69
2023 Q4	$281K	Hold	1,287	–	–	0.35%	78
2023 Q3	$252K	Hold	1,287	–	–	0.34%	77
2023 Q2	$261K	Hold	1,287	–	–	0.33%	80
2023 Q1	$240K	Hold	1,287	–	–	0.31%	84
2022 Q4	$224K	Hold	1,287	–	–	0.3%	90
2022 Q3	$211K	Hold	1,287	–	–	0.32%	77
2022 Q2	$222K	Hold	1,287	–	–	0.31%	83
2022 Q1	$268K	Hold	1,287	–	–	0.32%	79
2021 Q4	$284K	Hold	1,287	–	–	0.33%	79
2021 Q3	$259K	Hold	1,287	–	–	0.34%	77
2021 Q2	$258K	Hold	1,287	–	–	0.32%	83
2021 Q1	$239K	Hold	1,287	–	–	0.3%	83
2020 Q4	$226K	Hold	1,287	–	–	0.3%	84
2020 Q3	$201K	Buy	+1,287	New	+$198K	0.3%	82

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wedgewood Investors's VV Position: Q2 2026 in Review

Wedgewood Investors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,287 shares worth $443K. The position accounts for 0.45% of the portfolio, ranked #55.

Wedgewood Investors first reported a position in VV in Q3 2020 and has held it in 23 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wedgewood Investors held 1,287 shares of Vanguard Morningstar Large-Cap ETF worth $443K as of Q2 2026.
Wedgewood Investors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.45% of Wedgewood Investors's portfolio in Q2 2026, its #55 holding.
Wedgewood Investors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 23 quarters since.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.