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

Destiny 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	$1.49M	Sell	4,348 -1	-0%	-$334	0.21%	62
2026 Q1	$1.3M	Sell	4,349 -317	-7%	-$99.2K	0.14%	87
2025 Q4	$1.49M	Hold	4,666	–	–	0.17%	75
2025 Q3	$1.44M	Hold	4,666	–	–	0.18%	75
2025 Q2	$1.33M	Sell	4,666 -23	-0.5%	-$6.06K	0.18%	74
2025 Q1	$1.21M	Hold	4,689	–	–	0.19%	74
2024 Q4	$1.26M	Hold	4,689	–	–	0.21%	75
2024 Q3	$1.23M	Buy	4,689 +23	+0.5%	+$5.83K	0.22%	73
2024 Q2	$1.16M	Hold	4,666	–	–	0.21%	72
2024 Q1	$1.12M	Hold	4,666	–	–	0.2%	68
2023 Q4	$1M	Hold	4,666	–	–	0.19%	72
2023 Q3	$913K	Sell	4,666 -311	-6%	-$63.3K	0.18%	76
2023 Q2	$1.03M	Buy	4,977 +311	+7%	+$59.6K	0.2%	73
2023 Q1	$872K	Hold	4,666	–	–	0.18%	74
2022 Q4	$813K	Hold	4,666	–	–	0.18%	79
2022 Q3	$763K	Hold	4,666	–	–	0.17%	78
2022 Q2	$804K	Hold	4,666	–	–	0.18%	72
2022 Q1	$973K	Hold	4,666	–	–	0.19%	71
2021 Q4	$1.03M	Hold	4,666	–	–	0.2%	79
2021 Q3	$937K	Hold	4,666	–	–	0.19%	80
2021 Q2	$937K	Buy	+4,666	New	+$911K	0.18%	88

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

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

Destiny Wealth Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q2 2026, selling an estimated $334 and leaving 4,348 shares worth $1.49M. The position accounts for 0.21% of the portfolio, ranked #62.

Destiny Wealth Partners first reported a position in VV in Q2 2021 and has held it in 21 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Destiny Wealth Partners held 4,348 shares of Vanguard Morningstar Large-Cap ETF worth $1.49M as of Q2 2026.
Destiny Wealth Partners sold 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.21% of Destiny Wealth Partners's portfolio in Q2 2026, its #62 holding.
Destiny Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 21 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.