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 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

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

General Partner Inc's VV Position: Q2 2026 in Review

General Partner Inc held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 5,700 shares worth $1.96M. The position accounts for 1.05% of the portfolio, ranked #28.

General Partner Inc first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.26M in Q3 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

General Partner Inc held 5,700 shares of Vanguard Morningstar Large-Cap ETF worth $1.96M as of Q2 2026.
General Partner Inc left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 1.05% of General Partner Inc's portfolio in Q2 2026, its #28 holding.
General Partner Inc first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
General Partner Inc's Vanguard Morningstar Large-Cap ETF position peaked at $2.26M in Q3 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.