GEN Financial Management
VV icon

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
Q3 		$1.02M Hold
2,904
– – 0.55% 25
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

GEN Financial Management's VV Position: Q3 2026 in Review

GEN Financial Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 2,904 shares worth $1.02M. The position accounts for 0.55% of the portfolio, ranked #25.

GEN Financial Management first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 1,253 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • GEN Financial Management held 2,904 shares of Vanguard Morningstar Large-Cap ETF worth $1.02M as of Q3 2026.
  • GEN Financial Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.55% of GEN Financial Management's portfolio in Q3 2026, its #25 holding.
  • GEN Financial Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.