Wedmont Private Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wedmont Private Capital’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	$13.5M	Sell	38,862 -118	-0.3%	-$39.4K	0.37%	42
2026 Q1	$12.1M	Buy	38,980 +2,795	+8%	+$874K	0.39%	40
2025 Q4	$11.5M	Buy	36,185 +103	+0.3%	+$32.2K	0.4%	39
2025 Q3	$11.2M	Sell	36,082 -4,351	-11%	-$1.29M	0.41%	40
2025 Q2	$11.6M	Sell	40,433 -2,994	-7%	-$789K	0.5%	35
2025 Q1	$10.7M	Buy	43,427 +25,508	+142%	+$6.91M	0.55%	30
2024 Q4	$4.79M	Buy	17,919 +382	+2%	+$104K	0.25%	56
2024 Q3	$4.56M	Buy	17,537 +102	+0.6%	+$25.9K	0.26%	52
2024 Q2	$4.48M	Buy	17,435 +19	+0.1%	+$4.56K	0.28%	49
2024 Q1	$4.15M	Buy	17,416 +14	+0.1%	+$3.2K	0.3%	46
2023 Q4	$3.79M	Sell	17,402 -1,327	-7%	-$271K	0.31%	48
2023 Q3	$3.71M	Buy	18,729 +1,743	+10%	+$355K	0.38%	43
2023 Q2	$3.49M	Buy	16,986 +4,520	+36%	+$866K	0.38%	48
2023 Q1	$2.33M	Sell	12,466 -972	-7%	-$177K	0.31%	51
2022 Q4	$2.37M	Sell	13,438 -53,662	-80%	-$9.41M	0.36%	47
2022 Q3	$11M	Buy	67,100 +1,846	+3%	+$336K	2.21%	10
2022 Q2	$11.2M	Buy	65,254 +62,234	+2,061%	+$11.7M	2.42%	9
2022 Q1	$637K	Buy	3,020 +1,136	+60%	+$233K	0.14%	115
2021 Q4	$404K	Buy	+1,884	New	+$404K	0.12%	134

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

Wedmont Private Capital's VV Position: Q2 2026 in Review

Wedmont Private Capital reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.3% in Q2 2026, selling an estimated $39.4K and leaving 38,862 shares worth $13.5M. The position accounts for 0.37% of the portfolio, ranked #42.

Wedmont Private Capital first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wedmont Private Capital held 38,862 shares of Vanguard Morningstar Large-Cap ETF worth $13.5M as of Q2 2026.
Wedmont Private Capital sold 118 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $39.4K.
Vanguard Morningstar Large-Cap ETF made up 0.37% of Wedmont Private Capital's portfolio in Q2 2026, its #42 holding.
Wedmont Private Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.