CMP
VV icon

Courage Miller Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Courage Miller Partners’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 		$419K Hold
1,219
– – 0.11% 70
2026
Q1 		$364K Hold
1,219
– – 0.1% 75
2025
Q4 		$384K Hold
1,219
– – 0.12% 63
2025
Q3 		$375K Sell
1,219
-68
-5% -$20.1K 0.11% 64
2025
Q2 		$367K Sell
1,287
-309
-19% -$81.4K 0.12% 65
2025
Q1 		$410K Sell
1,596
-402
-20% -$109K 0.14% 61
2024
Q4 		$539K Hold
1,998
– – 0.18% 54
2024
Q3 		$526K Sell
1,998
-170
-8% -$43.1K 0.18% 57
2024
Q2 		$541K Sell
2,168
-9
-0.4% -$2.16K 0.19% 53
2024
Q1 		$522K Sell
2,177
-2
-0.1% -$458 0.18% 59
2023
Q4 		$475K Sell
2,179
-16
-0.7% -$3.27K 0.18% 57
2023
Q3 		$429K Sell
2,195
-50
-2% -$10.2K 0.18% 58
2023
Q2 		$455K Buy
2,245
+28
+1% +$5.37K 0.19% 59
2023
Q1 		$414K Sell
2,217
-307
-12% -$55.9K 0.18% 60
2022
Q4 		$440K Sell
2,524
-164
-6% -$28.8K 0.2% 56
2022
Q3 		$440K Sell
2,688
-72
-3% -$13.1K 0.22% 55
2022
Q2 		$476K Sell
2,760
-493
-15% -$92.5K 0.23% 54
2022
Q1 		$678K Sell
3,253
-77
-2% -$15.8K 0.27% 47
2021
Q4 		$736K Sell
3,330
-6
-0.2% -$1.29K 0.28% 49
2021
Q3 		$670K Sell
3,336
-2,170
-39% -$448K 0.27% 51
2021
Q2 		$1.1M Sell
5,506
-71
-1% -$13.9K 0.45% 36
2021
Q1 		$1.03M Sell
5,577
-133
-2% -$24.1K 0.45% 37
2020
Q4 		$1M Sell
5,710
-858
-13% -$143K 0.46% 35
2020
Q3 		$939K Hold
6,568
– – 0.5% 35
2020
Q2 		$939K Sell
6,568
-151
-2% -$20.4K 0.5% 35
2020
Q1 		$795K Sell
6,719
-1,314
-16% -$185K 0.49% 34
2019
Q4 		$1.19M Sell
8,033
-137
-2% -$19.4K 0.61% 32
2019
Q3 		$1.11M Sell
8,170
-1,316
-14% -$179K 0.61% 32
2019
Q2 		$1.28M Sell
9,486
-263
-3% -$34.8K 0.7% 31
2019
Q1 		$1.26M Sell
9,749
-122
-1% -$15.3K 0.71% 36
2018
Q4 		$1.13M Sell
9,871
-1
-0% -$124 0.67% 34
2018
Q3 		$1.32M Sell
9,872
-318
-3% -$41.7K 0.76% 36
2018
Q2 		$1.27M Buy
10,190
+19
+0.2% +$2.36K 0.75% 35
2018
Q1 		$1.23M Sell
10,171
-740
-7% -$92.9K 0.75% 35
2017
Q4 		$1.34M Sell
10,911
-1,694
-13% -$202K 0.81% 34
2017
Q3 		$1.46M Sell
12,605
-43
-0.3% -$4.87K 0.91% 32
2017
Q2 		$1.4M Sell
12,648
-138
-1% -$15.2K 0.92% 34
2017
Q1 		$1.38M Sell
12,786
-220
-2% -$23.4K 0.95% 34
2016
Q4 		$1.33M Sell
13,006
-595
-4% -$59.6K 0.93% 35
2016
Q3 		$1.35M Sell
13,601
-8
-0.1% -$792 0.93% 36
2016
Q2 		$1.3M Sell
13,609
-979
-7% -$92.9K 0.93% 37
2016
Q1 		$1.37M Sell
14,588
-995
-6% -$88.7K 0.96% 37
2015
Q4 		$1.46M Buy
15,583
+535
+4% +$50.4K 1.01% 35
2015
Q3 		$1.32M Sell
15,048
-59
-0.4% -$5.51K 0.99% 36
2015
Q2 		$1.43M Sell
15,107
-34
-0.2% -$3.29K 1.07% 36
2015
Q1 		$1.44M Sell
15,141
-879
-5% -$83.5K 1.08% 36
2014
Q4 		$1.51M Sell
16,020
-47
-0.3% -$4.34K 1.25% 36
2014
Q3 		$1.45M Buy
16,067
+292
+2% +$26.5K 1.13% 36
2014
Q2 		$1.42M Sell
15,775
-273
-2% -$23.8K 1.04% 37
2014
Q1 		$1.38M Sell
16,048
-46
-0.3% -$3.88K 1.08% 33
2013
Q4 		$1.36M Sell
16,094
-1,352
-8% -$110K 1.16% 32
2013
Q3 		$1.35M Sell
17,446
-27
-0.2% -$2.08K 1.11% 30
2013
Q2 		$1.28M Buy
+17,473
New +$1.29M 1.16% 27

Other funds holding VV

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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Courage Miller Partners's VV Position: Q2 2026 in Review

Courage Miller Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,219 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #70.

Courage Miller Partners first reported a position in VV in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.51M in Q4 2014. 646 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Courage Miller Partners held 1,219 shares of Vanguard Morningstar Large-Cap ETF worth $419K as of Q2 2026.
  • Courage Miller Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.11% of Courage Miller Partners's portfolio in Q2 2026, its #70 holding.
  • Courage Miller Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Courage Miller Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.51M in Q4 2014.
  • 646 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.