WPC
VV icon

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
Q3 		$14.2M Buy
39,825
+963
+2% +$337K 0.34% 46
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's VV Position: Q3 2026 in Review

Wedmont Private Capital increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.5% in Q3 2026, buying an estimated $337K and bringing the position to 39,825 shares worth $14.2M. The position accounts for 0.34% of the portfolio, ranked #46.

Wedmont Private Capital first reported a position in VV in Q4 2021 and has held it in 20 quarters since. 105 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Wedmont Private Capital held 39,825 shares of Vanguard Morningstar Large-Cap ETF worth $14.2M as of Q3 2026.
  • Wedmont Private Capital bought 963 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $337K.
  • Vanguard Morningstar Large-Cap ETF made up 0.34% of Wedmont Private Capital's portfolio in Q3 2026, its #46 holding.
  • Wedmont Private Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • 105 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.