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Focus Partners Advisor Solutions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Focus Partners Advisor Solutions’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 		$2.77M Buy
8,052
+481
+6% +$160K 0.02% 302
2026
Q1 		$2.26M Sell
7,571
-162
-2% -$50.7K 0.02% 325
2025
Q4 		$2.43M Sell
7,733
-1,178
-13% -$368K 0.03% 267
2025
Q3 		$2.78M Buy
8,911
+594
+7% +$176K 0.03% 273
2025
Q2 		$2.37M Buy
8,317
+1,823
+28% +$480K 0.03% 251
2025
Q1 		$1.67M Buy
6,494
+1,782
+38% +$483K 0.03% 283
2024
Q4 		$1.27M Sell
4,712
-862
-15% -$234K 0.02% 297
2024
Q3 		$1.47M Buy
5,574
+157
+3% +$39.8K 0.03% 226
2024
Q2 		$1.35M Buy
5,417
+1
+0% +$240 0.04% 206
2024
Q1 		$1.3M Buy
5,416
+2,691
+99% +$616K 0.04% 204
2023
Q4 		$595K Buy
2,725
+506
+23% +$103K 0.03% 226
2023
Q3 		$434K Buy
2,219
+344
+18% +$70.1K 0.02% 284
2023
Q2 		$380K Buy
+1,875
New +$359K 0.02% 257
2023
Q1 		– Sell
-15,354
Closed -$2.67M – 390
2022
Q4 		$2.67M Buy
15,354
+8,438
+122% +$1.48M 0.21% 63
2022
Q3 		$1.13M Buy
+6,916
New +$1.26M 0.07% 138

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 Partners Advisor Solutions's VV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.4% in Q2 2026, buying an estimated $160K and bringing the position to 8,052 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #302.

Focus Partners Advisor Solutions first reported a position in VV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.78M in Q3 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Focus Partners Advisor Solutions held 8,052 shares of Vanguard Morningstar Large-Cap ETF worth $2.77M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 481 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $160K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #302 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • Focus Partners Advisor Solutions's Vanguard Morningstar Large-Cap ETF position peaked at $2.78M in Q3 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.