IPW
VV icon

Impact Partnership Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Impact Partnership Wealth’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 		$299K Buy
869
+66
+8% +$22K 0.03% 346
2026
Q1 		$240K Buy
803
+136
+20% +$42.6K 0.03% 316
2025
Q4 		$210K Buy
+667
New +$208K 0.03% 338
2024
Q2 		– Sell
-473
Closed -$113K – 681
2024
Q1 		$113K Hold
473
– – 0.04% 240
2023
Q4 		$103K Sell
473
-14
-3% -$2.86K 0.04% 242
2023
Q3 		$95.3K Buy
487
+14
+3% +$2.85K 0.03% 324
2023
Q2 		$95.9K Buy
+473
New +$90.7K 0.03% 189

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
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
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Impact Partnership Wealth's VV Position: Q2 2026 in Review

Impact Partnership Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.2% in Q2 2026, buying an estimated $22K and bringing the position to 869 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #346.

Impact Partnership Wealth first reported a position in VV in Q2 2023 and has held it in 7 quarters since. 623 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Impact Partnership Wealth held 869 shares of Vanguard Morningstar Large-Cap ETF worth $299K as of Q2 2026.
  • Impact Partnership Wealth bought 66 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $22K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #346 holding.
  • Impact Partnership Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 7 quarters since.
  • 623 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.