Geneos Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Geneos Wealth 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	$281K	Buy	817 +115	+16%	+$38.4K	0.01%	883
2026 Q1	$210K	Buy	702 +1	+0.1%	+$313	﹤0.01%	943
2025 Q4	$221K	Buy	701 +2	+0.3%	+$625	0.01%	897
2025 Q3	$215K	Sell	699 -137	-16%	-$40.6K	0.01%	876
2025 Q2	$239K	Sell	836 -688	-45%	-$181K	0.01%	932
2025 Q1	$392K	Buy	1,524 +838	+122%	+$227K	0.01%	982
2024 Q4	$185K	Buy	686 +2	+0.3%	+$542	0.01%	872
2024 Q3	$180K	Buy	684 +27	+4%	+$6.85K	0.01%	800
2024 Q2	$164K	Buy	657 +13	+2%	+$3.12K	0.01%	748
2024 Q1	$154K	Buy	644 +37	+6%	+$8.47K	0.01%	760
2023 Q4	$132K	Buy	607 +40	+7%	+$8.18K	0.01%	766
2023 Q3	$111K	Sell	567 -7	-1%	-$1.43K	0.01%	841
2023 Q2	$116K	Sell	574 -38	-6%	-$7.28K	0.01%	838
2023 Q1	$114K	Buy	612 +1	+0.2%	+$182	0.01%	802
2022 Q4	$106K	Sell	611 -26	-4%	-$4.56K	0.01%	811
2022 Q3	$104K	Sell	637 -396	-38%	-$72K	0.01%	790
2022 Q2	$179K	Buy	1,033 +10	+1%	+$1.88K	0.01%	786
2022 Q1	$213K	Sell	1,023 -186	-15%	-$38.2K	0.01%	779
2021 Q4	$267K	Buy	1,209 +2	+0.2%	+$429	0.01%	763
2021 Q3	$245K	Buy	1,207 +2	+0.2%	+$413	0.01%	781
2021 Q2	$245K	Sell	1,205 -171,873	-99%	-$33.5M	0.01%	770
2021 Q1	$33.8M	Buy	173,078 +148,776	+612%	+$27M	0.94%	16
2020 Q4	$143K	Buy	24,302 +23,966	+7,133%	+$3.98M	0.01%	978
2020 Q3	$51K	Buy	336 +1	+0.3%	+$154	﹤0.01%	1251
2020 Q2	$46K	Buy	335 +2	+0.6%	+$270	﹤0.01%	1258
2020 Q1	$38K	Buy	333 +1	+0.3%	+$140	﹤0.01%	1230
2019 Q4	$49K	Buy	332 +307	+1,228%	+$43.4K	﹤0.01%	1273
2019 Q3	$3K	Buy	+25	New	+$3.39K	﹤0.01%	2257
2017 Q2	–	Sell	-344	Closed	-$37K	–	2142
2017 Q1	$37K	Buy	+344	New	+$36.7K	﹤0.01%	1006

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

Geneos Wealth Management's VV Position: Q2 2026 in Review

Geneos Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, buying an estimated $38.4K and bringing the position to 817 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #883.

Geneos Wealth Management first reported a position in VV in Q1 2017 and has held it in 29 quarters since. The position peaked at $33.8M in Q1 2021. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Geneos Wealth Management held 817 shares of Vanguard Morningstar Large-Cap ETF worth $281K as of Q2 2026.
Geneos Wealth Management bought 115 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $38.4K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #883 holding.
Geneos Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2017 and has held it in 29 quarters since.
Geneos Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $33.8M in Q1 2021.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.