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GEN Financial Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

GEN Financial Management’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 		$999K Hold
2,904
– – 0.6% 20
2026
Q1 		$868K Hold
2,904
– – 0.54% 26
2025
Q4 		$914K Sell
2,904
-317
-10% -$99K 0.58% 22
2025
Q3 		$993K Hold
3,221
– – 0.86% 21
2025
Q2 		$921K Sell
3,221
-376
-10% -$99.1K 0.75% 21
2025
Q1 		$925K Hold
3,597
– – 0.63% 17
2024
Q4 		$970K Buy
+3,597
New +$975K 0.63% 21

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GEN Financial Management's VV Position: Q2 2026 in Review

GEN Financial Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,904 shares worth $999K. The position accounts for 0.6% of the portfolio, ranked #20.

GEN Financial Management first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • GEN Financial Management held 2,904 shares of Vanguard Morningstar Large-Cap ETF worth $999K as of Q2 2026.
  • GEN Financial Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.6% of GEN Financial Management's portfolio in Q2 2026, its #20 holding.
  • GEN Financial Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.