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

Yoder 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	$547K	Sell	1,555 -15	-1%	-$5.25K	0.21%	71
2026 Q2	$540K	Sell	1,570 -10	-0.6%	-$3.34K	0.21%	70
2026 Q1	$472K	Sell	1,580 -26	-2%	-$8.14K	0.22%	69
2025 Q4	$506K	Hold	1,606	–	–	0.23%	69
2025 Q3	$494K	Sell	1,606 -31	-2%	-$9.18K	0.23%	69
2025 Q2	$467K	Sell	1,637 -33	-2%	-$8.7K	0.24%	67
2025 Q1	$429K	Hold	1,670	–	–	0.24%	67
2024 Q4	$450K	Buy	+1,670	New	+$453K	0.25%	69

Other funds holding VV

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

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 St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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 Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

Yoder Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.96% in Q3 2026, selling an estimated $5.25K and leaving 1,555 shares worth $547K. The position accounts for 0.21% of the portfolio, ranked #71.

Yoder Wealth Management first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 313 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Yoder Wealth Management held 1,555 shares of Vanguard Morningstar Large-Cap ETF worth $547K as of Q3 2026.
Yoder Wealth Management sold 15 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $5.25K.
Vanguard Morningstar Large-Cap ETF made up 0.21% of Yoder Wealth Management's portfolio in Q3 2026, its #71 holding.
Yoder Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
313 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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