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

Farrell 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 		$19.6M Buy
55,803
+204
+0.4% +$71.4K 10.51% 1
2026
Q2 		$19.1M Sell
55,599
-930
-2% -$310K 10.34% 1
2026
Q1 		$16.9M Buy
56,529
+1,812
+3% +$567K 10.09% 1
2025
Q4 		$17.2M Buy
54,717
+108
+0.2% +$33.7K 10.16% 1
2025
Q3 		$16.8M Sell
54,609
-1,110
-2% -$329K 10.54% 1
2025
Q2 		$15.9M Sell
55,719
-1,427
-2% -$376K 10.67% 1
2025
Q1 		$14.7M Sell
57,146
-2,573
-4% -$697K 10.69% 1
2024
Q4 		$16.1M Sell
59,719
-814
-1% -$221K 11.52% 1
2024
Q3 		$16.6M Buy
60,533
+172
+0.3% +$43.6K 11.76% 1
2024
Q2 		$15.1M Buy
60,361
+6,007
+11% +$1.44M 11.74% 1
2024
Q1 		$13M Buy
54,354
+1,493
+3% +$342K 10.67% 1
2023
Q4 		$10.4M Buy
+52,861
New +$10.8M 10.38% 1

Other funds holding VV

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farrell Financial's VV Position: Q3 2026 in Review

Farrell Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.37% in Q3 2026, buying an estimated $71.4K and bringing the position to 55,803 shares worth $19.6M. The position accounts for 10.51% of the portfolio, ranked #1.

Farrell Financial first reported a position in VV in Q4 2023 and has held it in 12 quarters since. 310 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Farrell Financial held 55,803 shares of Vanguard Morningstar Large-Cap ETF worth $19.6M as of Q3 2026.
  • Farrell Financial bought 204 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $71.4K.
  • Vanguard Morningstar Large-Cap ETF made up 10.51% of Farrell Financial's portfolio in Q3 2026, its #1 holding.
  • Farrell Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.