Wiser Advisor Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wiser Advisor 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	$47.8K	Hold	139	–	–	0.05%	93
2026 Q1	$41.5K	Hold	139	–	–	0.05%	98
2025 Q4	$43.8K	Hold	139	–	–	0.05%	100
2025 Q3	$42.8K	Buy	+139	New	+$41.2K	0.05%	101
2025 Q2	–	Sell	-139	Closed	-$35.7K	–	253
2025 Q1	$35.7K	Hold	139	–	–	0.05%	112
2024 Q4	$37.5K	Hold	139	–	–	0.05%	112
2024 Q3	$36.6K	Hold	139	–	–	0.05%	114
2024 Q2	$34.7K	Hold	139	–	–	0.05%	117
2024 Q1	$33.3K	Hold	139	–	–	0.05%	118
2023 Q4	$30.3K	Buy	+139	New	+$28.4K	0.05%	122

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

Wiser Advisor Group's VV Position: Q2 2026 in Review

Wiser Advisor Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 139 shares worth $47.8K. The position accounts for 0.05% of the portfolio, ranked #93.

Wiser Advisor Group first reported a position in VV in Q4 2023 and has held it in 10 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wiser Advisor Group held 139 shares of Vanguard Morningstar Large-Cap ETF worth $47.8K as of Q2 2026.
Wiser Advisor Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Wiser Advisor Group's portfolio in Q2 2026, its #93 holding.
Wiser Advisor Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.