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

Altiora Financial Group’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 Q1	$329K	Hold	1,100	–	–	0.05%	90
2025 Q4	$346K	Hold	1,100	–	–	0.06%	80
2025 Q3	$339K	Hold	1,100	–	–	0.06%	78
2025 Q2	$314K	Hold	1,100	–	–	0.06%	83
2025 Q1	$283K	Hold	1,100	–	–	0.06%	84
2024 Q4	$297K	Hold	1,100	–	–	0.06%	83
2024 Q3	$290K	Hold	1,100	–	–	0.06%	84
2024 Q2	$275K	Hold	1,100	–	–	0.07%	79
2024 Q1	$264K	Hold	1,100	–	–	0.07%	77
2023 Q4	$240K	Hold	1,100	–	–	0.07%	73
2023 Q3	$215K	Hold	1,100	–	–	0.1%	56
2023 Q2	$223K	Hold	1,100	–	–	0.1%	54
2023 Q1	$205K	Buy	+1,100	New	+$200K	0.09%	53

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Altiora Financial Group's VV Position: Q1 2026 in Review

Altiora Financial Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 1,100 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #90.

Altiora Financial Group first reported a position in VV in Q1 2023 and has held it in 13 quarters since. The position peaked at $346K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Altiora Financial Group held 1,100 shares of Vanguard Morningstar Large-Cap ETF worth $329K as of Q1 2026.
Altiora Financial Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Altiora Financial Group's portfolio in Q1 2026, its #90 holding.
Altiora Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Altiora Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $346K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.