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

Define Financial’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	$852K	Buy	2,421 +6	+0.2%	+$2.1K	0.35%	18
2026 Q2	$831K	Buy	2,415 +6	+0.2%	+$2K	0.38%	17
2026 Q1	$720K	Buy	2,409 +7	+0.3%	+$2.19K	0.39%	13
2025 Q4	$756K	Buy	2,402 +13	+0.5%	+$4.06K	0.43%	13
2025 Q3	$736K	Buy	2,389 +7	+0.3%	+$2.07K	0.44%	12
2025 Q2	$680K	Hold	2,382	–	–	0.45%	13
2025 Q1	$585K	Buy	2,382 +8	+0.3%	+$2.17K	0.45%	13
2024 Q4	$640K	Buy	+2,374	New	+$643K	0.48%	11

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Define Financial's VV Position: Q3 2026 in Review

Define Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.25% in Q3 2026, buying an estimated $2.1K and bringing the position to 2,421 shares worth $852K. The position accounts for 0.35% of the portfolio, ranked #18.

Define Financial first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 797 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Define Financial held 2,421 shares of Vanguard Morningstar Large-Cap ETF worth $852K as of Q3 2026.
Define Financial bought 6 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $2.1K.
Vanguard Morningstar Large-Cap ETF made up 0.35% of Define Financial's portfolio in Q3 2026, its #18 holding.
Define Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
797 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.