Fairman Group
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Fairman Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Fairman Group’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 		$1.21M Sell
3,445
-3,110
-47% -$1.09M 0.87% 22
2026
Q2 		$2.25M Buy
6,555
+17
+0.3% +$5.67K 1.77% 12
2026
Q1 		$1.95M Buy
6,538
+17
+0.3% +$5.32K 1.67% 12
2025
Q4 		$2.05M Buy
6,521
+30
+0.5% +$9.37K 1.64% 13
2025
Q3 		$2M Sell
6,491
-50
-0.8% -$14.8K 1.61% 12
2025
Q2 		$1.87M Buy
6,541
+1,118
+21% +$295K 1.54% 13
2025
Q1 		$1.49M Sell
5,423
-120
-2% -$32.5K 1.37% 12
2024
Q4 		$1.49M Sell
5,543
-143
-3% -$38.7K 1.23% 13
2024
Q3 		$1.5M Sell
5,686
-218
-4% -$55.3K 1.36% 12
2024
Q2 		$1.48M Sell
5,904
-60
-1% -$14.4K 1.5% 11
2024
Q1 		$1.43M Sell
5,964
-445
-7% -$102K 1.35% 12
2023
Q4 		$1.4M Buy
+6,409
New +$1.31M 1.34% 11

Other funds holding VV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Fairman Group's VV Position: Q3 2026 in Review

Fairman Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 47% in Q3 2026, selling an estimated $1.09M and leaving 3,445 shares worth $1.21M. The position accounts for 0.87% of the portfolio, ranked #22.

Fairman Group first reported a position in VV in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.25M in Q2 2026. 797 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Fairman Group held 3,445 shares of Vanguard Morningstar Large-Cap ETF worth $1.21M as of Q3 2026.
  • Fairman Group sold 3,110 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.09M.
  • Vanguard Morningstar Large-Cap ETF made up 0.87% of Fairman Group's portfolio in Q3 2026, its #22 holding.
  • Fairman Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Fairman Group's Vanguard Morningstar Large-Cap ETF position peaked at $2.25M in Q2 2026.
  • 797 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.