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Empire Financial Management Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Empire Financial Management Company’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 		$217K Buy
+630
New +$210K 0.09% 135

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Creative Planning
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NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Empire Financial Management Company's VV Position: Q2 2026 in Review

Empire Financial Management Company opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 630 shares worth $217K. The stake represents 0.09% of the portfolio and ranks #135 among its holdings.

1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Empire Financial Management Company held 630 shares of Vanguard Morningstar Large-Cap ETF worth $217K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Empire Financial Management Company position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Empire Financial Management Company's portfolio in Q2 2026, its #135 holding.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.