Indie Asset Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Indie Asset 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	$283K	Hold	824	–	–	0.27%	66
2026 Q1	$246K	Hold	824	–	–	0.28%	72
2025 Q4	$259K	Hold	824	–	–	0.29%	65
2025 Q3	$254K	Buy	+824	New	+$244K	0.34%	65
2025 Q2	–	Sell	-1,191	Closed	-$306K	–	104
2025 Q1	$306K	Hold	1,191	–	–	0.27%	63
2024 Q4	$321K	Buy	1,191 +4	+0.3%	+$1.08K	0.25%	67
2024 Q3	$313K	Buy	+1,187	New	+$301K	0.23%	71

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

Indie Asset Partners's VV Position: Q2 2026 in Review

Indie Asset Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 824 shares worth $283K. The position accounts for 0.27% of the portfolio, ranked #66.

Indie Asset Partners first reported a position in VV in Q3 2024 and has held it in 7 quarters since. The position peaked at $321K in Q4 2024. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Indie Asset Partners held 824 shares of Vanguard Morningstar Large-Cap ETF worth $283K as of Q2 2026.
Indie Asset Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.27% of Indie Asset Partners's portfolio in Q2 2026, its #66 holding.
Indie Asset Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Indie Asset Partners's Vanguard Morningstar Large-Cap ETF position peaked at $321K in Q4 2024.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.