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

Founders Grove Wealth 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	$16.5M	Buy	48,108 +341	+0.7%	+$114K	3.3%	6
2026 Q1	$14.3M	Buy	47,767 +834	+2%	+$261K	3.24%	6
2025 Q4	$14.8M	Buy	46,933 +210	+0.4%	+$65.6K	3.32%	6
2025 Q3	$14.4M	Sell	46,723 -1,726	-4%	-$511K	3.38%	6
2025 Q2	$13.8M	Buy	48,449 +6,816	+16%	+$1.8M	3.47%	6
2025 Q1	$10.7M	Buy	41,633 +3,579	+9%	+$969K	2.98%	7
2024 Q4	$10.3M	Buy	+38,054	New	+$10.3M	2.97%	7

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

Founders Grove Wealth Partners's VV Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.71% in Q2 2026, buying an estimated $114K and bringing the position to 48,108 shares worth $16.5M. The position accounts for 3.3% of the portfolio, ranked #6.

Founders Grove Wealth Partners first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Founders Grove Wealth Partners held 48,108 shares of Vanguard Morningstar Large-Cap ETF worth $16.5M as of Q2 2026.
Founders Grove Wealth Partners bought 341 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $114K.
Vanguard Morningstar Large-Cap ETF made up 3.3% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #6 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.