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

Gateway 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	$642K	Sell	1,867 -4,555	-71%	-$1.52M	0.04%	415
2026 Q1	$1.92M	Buy	6,422 +5,176	+415%	+$1.62M	0.07%	256
2025 Q4	$392K	Buy	1,246 +435	+54%	+$136K	0.04%	312
2025 Q3	$250K	Buy	811 +53	+7%	+$15.7K	0.03%	359
2025 Q2	$216K	Buy	+758	New	+$200K	0.04%	333
2023 Q4	–	Sell	-23,225	Closed	-$4.54M	–	287
2023 Q3	$4.54M	Buy	23,225 +4,585	+25%	+$934K	0.82%	25
2023 Q2	$3.78M	Buy	18,640 +1,890	+11%	+$362K	0.68%	29
2023 Q1	$3.13M	Buy	16,750 +1,739	+12%	+$317K	0.48%	38
2022 Q4	$2.61M	Buy	+15,011	New	+$2.63M	0.45%	40

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

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

Gateway Wealth Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 71% in Q2 2026, selling an estimated $1.52M and leaving 1,867 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #415.

Gateway Wealth Partners first reported a position in VV in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.54M in Q3 2023. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Gateway Wealth Partners held 1,867 shares of Vanguard Morningstar Large-Cap ETF worth $642K as of Q2 2026.
Gateway Wealth Partners sold 4,555 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.52M.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #415 holding.
Gateway Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 9 quarters since.
Gateway Wealth Partners's Vanguard Morningstar Large-Cap ETF position peaked at $4.54M in Q3 2023.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.