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

EnRich Financial 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	$1.64M	Sell	4,757 -757	-14%	-$253K	0.39%	23
2026 Q1	$1.65M	Sell	5,514 -46	-0.8%	-$14.4K	0.44%	23
2025 Q4	$1.75M	Sell	5,560 -48	-0.9%	-$15K	0.48%	22
2025 Q3	$1.73M	Sell	5,608 -11	-0.2%	-$3.26K	0.49%	22
2025 Q2	$1.6M	Sell	5,619 -383	-6%	-$101K	0.49%	22
2025 Q1	$1.54M	Sell	6,002 -45	-0.7%	-$12.2K	0.52%	22
2024 Q4	$1.63M	Sell	6,047 -195	-3%	-$52.8K	0.54%	22
2024 Q3	$1.64M	Sell	6,242 -132	-2%	-$33.5K	0.55%	21
2024 Q2	$1.59M	Sell	6,374 -570	-8%	-$137K	0.58%	21
2024 Q1	$1.66M	Sell	6,944 -134	-2%	-$30.7K	0.62%	20
2023 Q4	$1.54M	Buy	+7,078	New	+$1.45M	0.64%	21

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

EnRich Financial Partners's VV Position: Q2 2026 in Review

EnRich Financial Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 14% in Q2 2026, selling an estimated $253K and leaving 4,757 shares worth $1.64M. The position accounts for 0.39% of the portfolio, ranked #23.

EnRich Financial Partners first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q4 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

EnRich Financial Partners held 4,757 shares of Vanguard Morningstar Large-Cap ETF worth $1.64M as of Q2 2026.
EnRich Financial Partners sold 757 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $253K.
Vanguard Morningstar Large-Cap ETF made up 0.39% of EnRich Financial Partners's portfolio in Q2 2026, its #23 holding.
EnRich Financial Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
EnRich Financial Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.75M in Q4 2025.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.