FFN
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Focus Financial Network’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Focus Financial Network’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 		$1.01M Sell
2,931
-511
-15% -$170K 0.03% 337
2026
Q1 		$1.03M Buy
3,442
+352
+11% +$110K 0.04% 307
2025
Q4 		$973K Sell
3,090
-284
-8% -$88.7K 0.03% 304
2025
Q3 		$1.04M Buy
3,374
+76
+2% +$22.5K 0.04% 292
2025
Q2 		$944K Buy
3,298
+476
+17% +$125K 0.04% 302
2025
Q1 		$725K Buy
2,822
+80
+3% +$21.7K 0.03% 347
2024
Q4 		$739K Sell
2,742
-121
-4% -$32.8K 0.03% 333
2024
Q3 		$756K Sell
2,863
-40
-1% -$10.1K 0.03% 321
2024
Q2 		$742K Buy
2,903
+10
+0.3% +$2.4K 0.03% 314
2024
Q1 		$664K Buy
2,893
+4
+0.1% +$915 0.03% 317
2023
Q4 		$630K Sell
2,889
-93
-3% -$19K 0.02% 406
2023
Q3 		$583K Buy
2,982
+261
+10% +$53.2K 0.03% 329
2023
Q2 		$552K Sell
2,721
-245
-8% -$47K 0.03% 343
2023
Q1 		$554K Buy
2,966
+243
+9% +$44.2K 0.03% 335
2022
Q4 		$474K Buy
2,723
+53
+2% +$9.3K 0.04% 296
2022
Q3 		$437K Sell
2,670
-77
-3% -$14K 0.04% 301
2022
Q2 		$473K Buy
2,747
+63
+2% +$11.8K 0.04% 293
2022
Q1 		$560K Buy
+2,684
New +$551K 0.04% 282
2021
Q1 		– Sell
-2,786
Closed -$490K – 551
2020
Q4 		$490K Sell
2,786
-2,052
-42% -$341K 0.04% 272
2020
Q3 		$757K Buy
4,838
+1,279
+36% +$197K 0.07% 210
2020
Q2 		$509K Buy
3,559
+337
+10% +$45.6K 0.06% 244
2020
Q1 		$382K Buy
+3,222
New +$453K 0.05% 247

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

Focus Financial Network's VV Position: Q2 2026 in Review

Focus Financial Network reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 15% in Q2 2026, selling an estimated $170K and leaving 2,931 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #337.

Focus Financial Network first reported a position in VV in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Focus Financial Network held 2,931 shares of Vanguard Morningstar Large-Cap ETF worth $1.01M as of Q2 2026.
  • Focus Financial Network sold 511 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #337 holding.
  • Focus Financial Network first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 22 quarters since.
  • Focus Financial Network's Vanguard Morningstar Large-Cap ETF position peaked at $1.04M in Q3 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.