HFS
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Hopwood Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Hopwood Financial Services’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 		$277K Sell
805
-150
-16% -$50K 0.16% 72
2026
Q1 		$285K Hold
955
– – 0.19% 66
2025
Q4 		$301K Hold
955
– – 0.21% 65
2025
Q3 		$294K Hold
955
– – 0.2% 68
2025
Q2 		$272K Hold
955
– – 0.21% 66
2025
Q1 		$245K Hold
955
– – 0.19% 76
2024
Q4 		$258K Buy
+955
New +$259K 0.2% 69

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

Hopwood Financial Services's VV Position: Q2 2026 in Review

Hopwood Financial Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, selling an estimated $50K and leaving 805 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #72.

Hopwood Financial Services first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q4 2025. 694 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Hopwood Financial Services held 805 shares of Vanguard Morningstar Large-Cap ETF worth $277K as of Q2 2026.
  • Hopwood Financial Services sold 150 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $50K.
  • Vanguard Morningstar Large-Cap ETF made up 0.16% of Hopwood Financial Services's portfolio in Q2 2026, its #72 holding.
  • Hopwood Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Hopwood Financial Services's Vanguard Morningstar Large-Cap ETF position peaked at $301K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.