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

Wiser 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
Q3 		$3.2M Buy
9,095
+12
+0.1% +$4.2K 0.58% 17
2026
Q2 		$3.12M Sell
9,083
-34
-0.4% -$11.3K 0.6% 16
2026
Q1 		$2.72M Buy
9,117
+2
+0% +$626 0.59% 16
2025
Q4 		$2.87M Sell
9,115
-8
-0.1% -$2.5K 0.64% 15
2025
Q3 		$2.81M Sell
9,123
-152
-2% -$45K 0.64% 16
2025
Q2 		$2.65M Sell
9,275
-34
-0.4% -$8.96K 0.66% 14
2025
Q1 		$2.39M Sell
9,309
-89
-0.9% -$24.1K 0.67% 15
2024
Q4 		$2.53M Sell
9,398
-4
-0% -$1.08K 0.71% 14
2024
Q3 		$2.48M Sell
9,402
-21
-0.2% -$5.33K 0.71% 14
2024
Q2 		$2.35M Hold
9,423
– – 0.73% 13
2024
Q1 		$2.26M Sell
9,423
-5
-0.1% -$1.14K 0.74% 13
2023
Q4 		$2.02M Hold
9,428
– – 0.74% 15
2023
Q3 		$1.85M Sell
9,428
-90
-0.9% -$18.3K 0.75% 18
2023
Q2 		$1.93M Buy
9,518
+1
+0% +$192 0.77% 19
2023
Q1 		$1.78M Sell
9,517
-68
-0.7% -$12.4K 0.76% 18
2022
Q4 		$1.67M Sell
9,585
-9
-0.1% -$1.58K 0.77% 19
2022
Q3 		$1.57M Buy
9,594
+2
+0% +$364 0.82% 18
2022
Q2 		$1.65M Buy
9,592
+251
+3% +$47.1K 0.86% 20
2022
Q1 		$1.95M Sell
9,341
-106
-1% -$21.8K 0.9% 17
2021
Q4 		$2.09M Sell
9,447
-9
-0.1% -$1.93K 1.02% 16
2021
Q3 		$1.9M Sell
9,456
-22
-0.2% -$4.55K 1.01% 16
2021
Q2 		$1.9M Sell
9,478
-46
-0.5% -$8.98K 1.16% 16
2021
Q1 		$1.76M Sell
9,524
-202
-2% -$36.6K 1.21% 16
2020
Q4 		$1.71M Buy
+9,726
New +$1.62M 1.28% 17

Other funds holding VV

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wiser Wealth Management's VV Position: Q3 2026 in Review

Wiser Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.13% in Q3 2026, buying an estimated $4.2K and bringing the position to 9,095 shares worth $3.2M. The position accounts for 0.58% of the portfolio, ranked #17.

Wiser Wealth Management first reported a position in VV in Q4 2020 and has held it in 24 quarters since. 309 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Wiser Wealth Management held 9,095 shares of Vanguard Morningstar Large-Cap ETF worth $3.2M as of Q3 2026.
  • Wiser Wealth Management bought 12 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $4.2K.
  • Vanguard Morningstar Large-Cap ETF made up 0.58% of Wiser Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Wiser Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • 309 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.