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

Align Financial’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	$15.8K	Buy	+45	New	+$15.8K	0.01%	248

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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

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

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

Arbor Wealth Management (Arizona) Tempe, Arizona $112M AUM 8% 1-Year Est. Return

Align Financial's VV Position: Q3 2026 in Review

Align Financial opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 45 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings.

395 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Align Financial held 45 shares of Vanguard Morningstar Large-Cap ETF worth $15.8K as of Q3 2026.
Vanguard Morningstar Large-Cap ETF was a new Align Financial position in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Align Financial's portfolio in Q3 2026, its #248 holding.
395 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.