Daymark Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Daymark Wealth 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	$9.14M	Buy	26,574 +8,339	+46%	+$2.78M	0.22%	90
2026 Q1	$5.45M	Buy	18,235 +11,338	+164%	+$3.55M	0.17%	109
2025 Q4	$2.17M	Buy	6,897 +1,158	+20%	+$362K	0.07%	184
2025 Q3	$1.77M	Sell	5,739 -44	-0.8%	-$13K	0.06%	210
2025 Q2	$1.65M	Sell	5,783 -1,529	-21%	-$403K	0.06%	198
2025 Q1	$1.88M	Sell	7,312 -1,658	-18%	-$449K	0.08%	172
2024 Q4	$2.42M	Buy	8,970 +201	+2%	+$54.5K	0.1%	149
2024 Q3	$2.31M	Buy	8,769 +468	+6%	+$119K	0.1%	156
2024 Q2	$2.07M	Buy	8,301 +2,208	+36%	+$530K	0.1%	156
2024 Q1	$1.46M	Buy	6,093 +35	+0.6%	+$8.01K	0.08%	157
2023 Q4	$1.32M	Buy	6,058 +252	+4%	+$51.5K	0.08%	162
2023 Q3	$1.14M	Buy	+5,806	New	+$1.18M	0.08%	161

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Daymark Wealth Partners's VV Position: Q2 2026 in Review

Daymark Wealth Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 46% in Q2 2026, buying an estimated $2.78M and bringing the position to 26,574 shares worth $9.14M. The position accounts for 0.22% of the portfolio, ranked #90.

Daymark Wealth Partners first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Daymark Wealth Partners held 26,574 shares of Vanguard Morningstar Large-Cap ETF worth $9.14M as of Q2 2026.
Daymark Wealth Partners bought 8,339 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.78M.
Vanguard Morningstar Large-Cap ETF made up 0.22% of Daymark Wealth Partners's portfolio in Q2 2026, its #90 holding.
Daymark Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.