Empowered Funds’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Empowered Funds’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	–	Sell	-2,089	Closed	-$624K	–	2300
2026 Q1	$624K	Buy	+2,089	New	+$654K	﹤0.01%	1562
2024 Q2	–	Sell	-171,149	Closed	-$41M	–	1464
2024 Q1	$41M	Buy	+171,149	New	+$39.2M	0.74%	12

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

Empowered Funds's VV Position: Q2 2026 in Review

Empowered Funds sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 2,089 shares — an estimated $624K sold.

Empowered Funds first reported a position in VV in Q1 2024 and held it in 2 quarters. The position peaked at $41M in Q1 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Empowered Funds reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 2,089 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $624K.
Empowered Funds first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and held it in 2 quarters.
Empowered Funds's Vanguard Morningstar Large-Cap ETF position peaked at $41M in Q1 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.