Highline Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Highline Wealth Partners’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	$81.7K	Buy	238 +56	+31%	+$18.7K	0.02%	187
2026 Q1	$54.5K	Hold	182	–	–	0.01%	170
2025 Q4	$57.3K	Hold	182	–	–	0.02%	128
2025 Q3	$55.9K	Buy	182 +1	+0.6%	+$296	0.02%	156
2025 Q2	$51.7K	Sell	181 -60	-25%	-$15.8K	0.02%	145
2025 Q1	$62K	Hold	241	–	–	0.02%	120
2024 Q4	$65K	Buy	241 +1	+0.4%	+$271	0.02%	121
2024 Q3	$63.3K	Sell	240 -50	-17%	-$12.7K	0.02%	120
2024 Q2	$72.4K	Hold	290	–	–	0.03%	116
2024 Q1	$69.5K	Buy	290 +190	+190%	+$43.5K	0.03%	121
2023 Q4	$21.7K	Buy	100 +1	+1%	+$204	0.01%	155
2023 Q3	$19.4K	Hold	99	–	–	0.01%	143
2023 Q2	$20K	Buy	99 +1	+1%	+$192	0.01%	129
2023 Q1	$18.4K	Buy	+98	New	+$17.8K	0.01%	134

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

Highline Wealth Partners's VV Position: Q2 2026 in Review

Highline Wealth Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 31% in Q2 2026, buying an estimated $18.7K and bringing the position to 238 shares worth $81.7K. The position accounts for 0.02% of the portfolio, ranked #187.

Highline Wealth Partners first reported a position in VV in Q1 2023 and has held it in 14 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Highline Wealth Partners held 238 shares of Vanguard Morningstar Large-Cap ETF worth $81.7K as of Q2 2026.
Highline Wealth Partners bought 56 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $18.7K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #187 holding.
Highline Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.