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

Envision 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	$705K	Buy	2,003 +1	+0%	+$350	0.31%	33
2026 Q2	$689K	Buy	2,002 +2	+0.1%	+$667	0.32%	33
2026 Q1	$598K	Buy	2,000 +4	+0.2%	+$1.25K	0.32%	34
2025 Q4	$628K	Buy	1,996 +7	+0.4%	+$2.19K	0.33%	35
2025 Q3	$612K	Buy	1,989 +3	+0.2%	+$888	0.35%	35
2025 Q2	$566K	Hold	1,986	–	–	0.38%	35
2025 Q1	$510K	Buy	1,986 +5	+0.3%	+$1.35K	0.38%	34
2024 Q4	$534K	Buy	+1,981	New	+$537K	0.43%	32

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Envision Financial's VV Position: Q3 2026 in Review

Envision Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.05% in Q3 2026, buying an estimated $350 and bringing the position to 2,003 shares worth $705K. The position accounts for 0.31% of the portfolio, ranked #33.

Envision Financial first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 884 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Envision Financial held 2,003 shares of Vanguard Morningstar Large-Cap ETF worth $705K as of Q3 2026.
Envision Financial bought 1 Vanguard Morningstar Large-Cap ETF share in Q3 2026, an estimated $350.
Vanguard Morningstar Large-Cap ETF made up 0.31% of Envision Financial's portfolio in Q3 2026, its #33 holding.
Envision Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
884 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.