Wescott Financial Advisory Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wescott Financial Advisory Group’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	$1.3M	Buy	3,791 +10	+0.3%	+$3.34K	0.1%	88
2026 Q1	$1.13M	Sell	3,781 -5	-0.1%	-$1.56K	0.1%	91
2025 Q4	$1.19M	Buy	3,786 +18	+0.5%	+$5.62K	0.1%	87
2025 Q3	$1.16M	Sell	3,768 -1,582	-30%	-$468K	0.1%	87
2025 Q2	$1.53M	Buy	5,350 +1,964	+58%	+$517K	0.15%	71
2025 Q1	$870K	Buy	3,386 +12	+0.4%	+$3.25K	0.09%	85
2024 Q4	$910K	Buy	3,374 +21	+0.6%	+$5.69K	0.09%	86
2024 Q3	$883K	Sell	3,353 -86	-3%	-$21.8K	0.09%	85
2024 Q2	$858K	Hold	3,439	–	–	0.1%	86
2024 Q1	$824K	Buy	3,439 +12	+0.4%	+$2.75K	0.1%	83
2023 Q4	$748K	Buy	3,427 +14	+0.4%	+$2.86K	0.1%	82
2023 Q3	$668K	Sell	3,413 -131	-4%	-$26.7K	0.12%	82
2023 Q2	$718K	Buy	3,544 +13	+0.4%	+$2.49K	0.13%	80
2023 Q1	$660K	Sell	3,531 -205	-5%	-$37.3K	0.14%	77
2022 Q4	$651K	Buy	3,736 +17	+0.5%	+$2.98K	0.14%	77
2022 Q3	$608K	Buy	3,719 +16	+0.4%	+$2.91K	0.17%	74
2022 Q2	$638K	Buy	3,703 +15	+0.4%	+$2.81K	0.17%	68
2022 Q1	$769K	Buy	+3,688	New	+$758K	0.2%	64

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

Wescott Financial Advisory Group's VV Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.26% in Q2 2026, buying an estimated $3.34K and bringing the position to 3,791 shares worth $1.3M. The position accounts for 0.1% of the portfolio, ranked #88.

Wescott Financial Advisory Group first reported a position in VV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.53M in Q2 2025. 1,375 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wescott Financial Advisory Group held 3,791 shares of Vanguard Morningstar Large-Cap ETF worth $1.3M as of Q2 2026.
Wescott Financial Advisory Group bought 10 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.34K.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #88 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Wescott Financial Advisory Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.53M in Q2 2025.
1,375 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.