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

Focus Partners Wealth’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	$180M	Sell	522,651 -10,163	-2%	-$3.39M	0.18%	114
2026 Q1	$160M	Buy	532,814 +10,950	+2%	+$3.43M	0.18%	125
2025 Q4	$164M	Buy	521,864 +2,926	+0.6%	+$914K	0.19%	111
2025 Q3	$160M	Buy	518,938 +7,921	+2%	+$2.35M	0.26%	73
2025 Q2	$146M	Buy	511,017 +105,792	+26%	+$27.9M	0.32%	60
2025 Q1	$104M	Buy	405,225 +254	+0.1%	+$68.8K	0.26%	81
2024 Q4	$109M	Sell	404,971 -3,063	-0.8%	-$830K	0.28%	71
2024 Q3	$107M	Sell	408,034 -351,658	-46%	-$89.2M	0.34%	63
2024 Q2	$190M	Buy	759,692 +383,190	+102%	+$92M	0.64%	32
2024 Q1	$90.3M	Buy	376,502 +1,762	+0.5%	+$403K	0.73%	28
2023 Q4	$81.8M	Buy	+374,740	New	+$76.6M	1.07%	14

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth's VV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.9% in Q2 2026, selling an estimated $3.39M and leaving 522,651 shares worth $180M. The position accounts for 0.18% of the portfolio, ranked #114.

Focus Partners Wealth first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $190M in Q2 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Focus Partners Wealth held 522,651 shares of Vanguard Morningstar Large-Cap ETF worth $180M as of Q2 2026.
Focus Partners Wealth sold 10,163 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.39M.
Vanguard Morningstar Large-Cap ETF made up 0.18% of Focus Partners Wealth's portfolio in Q2 2026, its #114 holding.
Focus Partners Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $190M in Q2 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.