Werba Rubin Papier Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Werba Rubin Papier Wealth Management’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	$477K	Buy	1,387 +65	+5%	+$21.7K	0.06%	160
2026 Q1	$395K	Buy	1,322 +1	+0.1%	+$313	0.06%	162
2025 Q4	$416K	Buy	1,321 +3	+0.2%	+$937	0.11%	123
2025 Q3	$406K	Buy	1,318 +493	+60%	+$146K	0.07%	136
2025 Q2	$235K	Buy	+825	New	+$217K	0.04%	189
2025 Q1	–	Sell	-773	Closed	-$208K	–	209
2024 Q4	$208K	Hold	773	–	–	0.05%	176
2024 Q3	$204K	Buy	+773	New	+$196K	0.05%	178

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

Werba Rubin Papier Wealth Management's VV Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.9% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,387 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #160.

Werba Rubin Papier Wealth Management first reported a position in VV in Q3 2024 and has held it in 7 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Werba Rubin Papier Wealth Management held 1,387 shares of Vanguard Morningstar Large-Cap ETF worth $477K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 65 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $21.7K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #160 holding.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.