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Fidelis Capital Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Fidelis Capital 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 		$2.85M Buy
+8,280
New +$2.76M 0.16% 109
2026
Q1 		– Sell
-655
Closed -$206K – 534
2025
Q4 		$206K Buy
+655
New +$205K 0.02% 467

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelis Capital Partners's VV Position: Q2 2026 in Review

Fidelis Capital Partners opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 8,280 shares worth $2.85M. The stake represents 0.16% of the portfolio and ranks #109 among its holdings. This is a return to the name: Fidelis Capital Partners previously reported a position in VV as recently as Q4 2025.

Fidelis Capital Partners first reported a position in VV in Q4 2025 and has held it in 2 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Fidelis Capital Partners held 8,280 shares of Vanguard Morningstar Large-Cap ETF worth $2.85M as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Fidelis Capital Partners position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.16% of Fidelis Capital Partners's portfolio in Q2 2026, its #109 holding.
  • Fidelis Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.