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Atwood & Palmer’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Atwood & Palmer’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 		$154K Hold
448
– – 0.01% 172
2026
Q1 		$134K Buy
+448
New +$140K 0.01% 180
2017
Q2 		– Sell
-412
Closed -$45K – 329
2017
Q1 		$45K Hold
412
– – 0.01% 183
2016
Q4 		$42K Buy
+412
New +$41.2K 0.01% 181

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Atwood & Palmer's VV Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 448 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #172.

Atwood & Palmer first reported a position in VV in Q4 2016 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Atwood & Palmer held 448 shares of Vanguard Morningstar Large-Cap ETF worth $154K as of Q2 2026.
  • Atwood & Palmer left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #172 holding.
  • Atwood & Palmer first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2016 and has held it in 4 quarters since.
  • 944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.