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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
Q3 		$158K Hold
448
– – 0.01% 173
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Atwood & Palmer's VV Position: Q3 2026 in Review

Atwood & Palmer held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 448 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #173.

Atwood & Palmer first reported a position in VV in Q4 2016 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Atwood & Palmer held 448 shares of Vanguard Morningstar Large-Cap ETF worth $158K as of Q3 2026.
  • Atwood & Palmer left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #173 holding.
  • Atwood & Palmer first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2016 and has held it in 5 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.