Woodward Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Woodward Financial Advisors’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	$504K	Hold	1,465	–	–	0.17%	40
2026 Q1	$425K	Hold	1,465	–	–	0.16%	40
2025 Q4	$461K	Hold	1,465	–	–	0.17%	40
2025 Q3	$451K	Hold	1,465	–	–	0.17%	40
2025 Q2	$418K	Hold	1,465	–	–	0.17%	41
2025 Q1	$377K	Hold	1,465	–	–	0.18%	42
2024 Q4	$395K	Hold	1,465	–	–	0.2%	40
2024 Q3	$386K	Hold	1,465	–	–	0.19%	40
2024 Q2	$367K	Sell	1,465 -320	-18%	-$76.9K	0.21%	41
2024 Q1	$428K	Hold	1,785	–	–	0.26%	39
2023 Q4	$389K	Hold	1,785	–	–	0.26%	37
2023 Q3	$349K	Hold	1,785	–	–	0.26%	37
2023 Q2	$362K	Hold	1,785	–	–	0.27%	37
2023 Q1	$333K	Hold	1,785	–	–	0.27%	37
2022 Q4	$311K	Hold	1,785	–	–	0.27%	37
2022 Q3	$292K	Hold	1,785	–	–	0.27%	36
2022 Q2	$308K	Buy	1,785 +627	+54%	+$118K	0.28%	35
2022 Q1	$241K	Hold	1,158	–	–	0.25%	35
2021 Q4	$256K	Buy	+1,158	New	+$248K	0.26%	35

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

Woodward Financial Advisors's VV Position: Q2 2026 in Review

Woodward Financial Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,465 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #40.

Woodward Financial Advisors first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Woodward Financial Advisors held 1,465 shares of Vanguard Morningstar Large-Cap ETF worth $504K as of Q2 2026.
Woodward Financial Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.17% of Woodward Financial Advisors's portfolio in Q2 2026, its #40 holding.
Woodward Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.