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

Wheelhouse 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	$23.7M	Buy	69,009 +1,680	+2%	+$560K	6.7%	6
2026 Q1	$20.1M	Buy	67,329 +1,594	+2%	+$499K	6.67%	6
2025 Q4	$20.9M	Buy	65,735 +3,558	+6%	+$1.11M	7.93%	5
2025 Q3	$19.1M	Buy	62,177 +2,243	+4%	+$664K	8.24%	4
2025 Q2	$17.1M	Buy	59,934 +2,391	+4%	+$630K	8.43%	4
2025 Q1	$14.8M	Buy	57,543 +3,302	+6%	+$894K	8.45%	5
2024 Q4	$14.6M	Buy	54,241 +1,138	+2%	+$308K	8.68%	4
2024 Q3	$14M	Buy	53,103 +1,448	+3%	+$367K	9%	4
2024 Q2	$13M	Buy	51,655 +1,440	+3%	+$346K	9.17%	4
2024 Q1	$12M	Buy	50,215 +2,053	+4%	+$470K	9.25%	4
2023 Q4	$10.5M	Buy	+48,162	New	+$9.84M	9.18%	4

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

Wheelhouse Advisory Group's VV Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.5% in Q2 2026, buying an estimated $560K and bringing the position to 69,009 shares worth $23.7M. The position accounts for 6.7% of the portfolio, ranked #6.

Wheelhouse Advisory Group first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wheelhouse Advisory Group held 69,009 shares of Vanguard Morningstar Large-Cap ETF worth $23.7M as of Q2 2026.
Wheelhouse Advisory Group bought 1,680 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $560K.
Vanguard Morningstar Large-Cap ETF made up 6.7% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #6 holding.
Wheelhouse Advisory Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.