General Partner Inc’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

General Partner Inc’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	$2.01M	Hold	5,700	–	–	1.07%	27
2026 Q2	$1.96M	Hold	5,700	–	–	1.05%	28
2026 Q1	$1.7M	Hold	5,700	–	–	1.04%	28
2025 Q4	$1.79M	Hold	5,700	–	–	1.02%	27
2025 Q3	$1.75M	Hold	5,700	–	–	0.97%	28
2025 Q2	$1.63M	Sell	5,700 -2,138	-27%	-$563K	0.95%	30
2025 Q1	$2.01M	Hold	7,838	–	–	1.31%	17
2024 Q4	$2.11M	Sell	7,838 -750	-9%	-$203K	1.27%	19
2024 Q3	$2.26M	Hold	8,588	–	–	1.4%	17
2024 Q2	$2.14M	Sell	8,588 -412	-5%	-$99K	1.37%	19
2024 Q1	$2.16M	Hold	9,000	–	–	1.36%	21
2023 Q4	$1.95M	Hold	9,000	–	–	1.64%	17
2023 Q3	$1.75M	Hold	9,000	–	–	1.56%	16
2023 Q2	$1.82M	Hold	9,000	–	–	1.52%	16
2023 Q1	$1.68M	Hold	9,000	–	–	1.48%	17
2022 Q4	$1.57M	Buy	+9,000	New	+$1.58M	1.44%	18

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

Arbor Wealth Management (Arizona) Tempe, Arizona $112M AUM 8% 1-Year Est. Return

General Partner Inc's VV Position: Q3 2026 in Review

General Partner Inc held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 5,700 shares worth $2.01M. The position accounts for 1.07% of the portfolio, ranked #27.

General Partner Inc first reported a position in VV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.26M in Q3 2024. 395 funds tracked by Wall St. Rank hold VV as of Q3 2026.

General Partner Inc held 5,700 shares of Vanguard Morningstar Large-Cap ETF worth $2.01M as of Q3 2026.
General Partner Inc left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 1.07% of General Partner Inc's portfolio in Q3 2026, its #27 holding.
General Partner Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 16 quarters since.
General Partner Inc's Vanguard Morningstar Large-Cap ETF position peaked at $2.26M in Q3 2024.
395 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.