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Griffith & Werner’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Griffith & Werner’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 		$440K Buy
+1,279
New +$427K 0.21% 50

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Griffith & Werner's VV Position: Q2 2026 in Review

Griffith & Werner opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 1,279 shares worth $440K. The stake represents 0.21% of the portfolio and ranks #50 among its holdings.

695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Griffith & Werner held 1,279 shares of Vanguard Morningstar Large-Cap ETF worth $440K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Griffith & Werner position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.21% of Griffith & Werner's portfolio in Q2 2026, its #50 holding.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.