Western Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Western 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	$993K	Sell	2,888 -68	-2%	-$22.7K	0.03%	478
2026 Q1	$883K	Buy	2,956 +43	+1%	+$13.5K	0.03%	483
2025 Q4	$917K	Sell	2,913 -609	-17%	-$190K	0.04%	370
2025 Q3	$1.08M	Buy	3,522 +1,930	+121%	+$571K	0.06%	290
2025 Q2	$454K	Buy	1,592 +122	+8%	+$32.1K	0.03%	435
2025 Q1	$378K	Sell	1,470 -202	-12%	-$54.7K	0.03%	458
2024 Q4	$451K	Sell	1,672 -274	-14%	-$74.2K	0.02%	491
2024 Q3	$512K	Sell	1,946 -82	-4%	-$20.8K	0.03%	459
2024 Q2	$506K	Sell	2,028 -836	-29%	-$201K	0.04%	367
2024 Q1	$687K	Buy	2,864 +70	+3%	+$16K	0.05%	296
2023 Q4	$609K	Buy	+2,794	New	+$571K	0.04%	364

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

Western Wealth Management's VV Position: Q2 2026 in Review

Western Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.3% in Q2 2026, selling an estimated $22.7K and leaving 2,888 shares worth $993K. The position accounts for 0.03% of the portfolio, ranked #478.

Western Wealth Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Western Wealth Management held 2,888 shares of Vanguard Morningstar Large-Cap ETF worth $993K as of Q2 2026.
Western Wealth Management sold 68 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $22.7K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #478 holding.
Western Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Western Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.08M in Q3 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.