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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Wiser Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.37% in Q2 2026, selling an estimated $11.3K and leaving 9,083 shares worth $3.12M. The position accounts for 0.6% of the portfolio, ranked #16.

Wiser Wealth Management first reported a position in VV in Q4 2020 and has held it in 23 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Wiser Wealth Management held 9,083 shares of Vanguard Morningstar Large-Cap ETF worth $3.12M as of Q2 2026.
  • Wiser Wealth Management sold 34 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard Morningstar Large-Cap ETF made up 0.6% of Wiser Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Wiser Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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