Modern Wealth Management, LLC Vanguard Large Cap ETF Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 51,216 shares of VV stock, worth $15.8 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
51,216
              Previous 91,650
              
        
           44.12%
        
      
          
        Holding current value
$15.8 Million
            Previous $23.6 Million
            
        
           37.97%
        
      
          
        % of portfolio
0.39%
            Previous 0.78%
          
        Shares
	  2 transactions
	
  Others Institutions Holding VV
# of Institutions
1,384Shares Held
106MCall Options Held
27.7KPut Options Held
10.6K- 
    
      Jones Financial Companies Lllp16.8MShares$5.17 Billion3.65% of portfolio
- 
    
      Creative Planning Overland Park, KS12.6MShares$3.88 Billion3.09% of portfolio
- 
    
      National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.02 Billion15.14% of portfolio
- 
    
      Vanguard Group Inc Valley Forge, PA3.59MShares$1.11 Billion0.02% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC2.93MShares$902 Million0.06% of portfolio