GRWP
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Green Ridge Wealth Planning’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Green Ridge Wealth Planning’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 		$338K Hold
960
– – 0.14% 64
2026
Q2 		$330K Hold
960
– – 0.14% 65
2026
Q1 		$287K Hold
960
– – 0.15% 61
2025
Q4 		$302K Buy
+960
New +$300K 0.15% 60

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Green Ridge Wealth Planning's VV Position: Q3 2026 in Review

Green Ridge Wealth Planning held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 960 shares worth $338K. The position accounts for 0.14% of the portfolio, ranked #64.

Green Ridge Wealth Planning first reported a position in VV in Q4 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Green Ridge Wealth Planning held 960 shares of Vanguard Morningstar Large-Cap ETF worth $338K as of Q3 2026.
  • Green Ridge Wealth Planning left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.14% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #64 holding.
  • Green Ridge Wealth Planning first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.