Integris Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Integris Wealth Management’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	$16.9M	Sell	49,080 -2,293	-4%	-$765K	3.41%	10
2026 Q1	$15.4M	Sell	51,373 -108	-0.2%	-$33.8K	3.53%	10
2025 Q4	$16.2M	Sell	51,481 -327	-0.6%	-$102K	3.69%	8
2025 Q3	$15.9M	Sell	51,808 -408	-0.8%	-$121K	3.88%	8
2025 Q2	$14.9M	Sell	52,216 -675	-1%	-$178K	3.89%	8
2025 Q1	$13.6M	Sell	52,891 -3,171	-6%	-$859K	3.88%	9
2024 Q4	$15.1M	Sell	56,062 -722	-1%	-$196K	4.26%	8
2024 Q3	$15M	Sell	56,784 -205	-0.4%	-$52K	4.18%	8
2024 Q2	$14.2M	Sell	56,989 -382	-0.7%	-$91.8K	4.11%	8
2024 Q1	$13.8M	Sell	57,371 -2,762	-5%	-$632K	3.8%	9
2023 Q4	$13.1M	Sell	60,133 -134	-0.2%	-$27.4K	3.88%	9
2023 Q3	$11.8M	Sell	60,267 -4,864	-7%	-$991K	3.87%	8
2023 Q2	$13.2M	Sell	65,131 -432	-0.7%	-$82.8K	4.67%	6
2023 Q1	$12.2M	Sell	65,563 -547	-0.8%	-$99.6K	4.5%	6
2022 Q4	$11.5M	Buy	+66,110	New	+$11.6M	4.49%	6

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

Integris Wealth Management's VV Position: Q2 2026 in Review

Integris Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.5% in Q2 2026, selling an estimated $765K and leaving 49,080 shares worth $16.9M. The position accounts for 3.41% of the portfolio, ranked #10.

Integris Wealth Management first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Integris Wealth Management held 49,080 shares of Vanguard Morningstar Large-Cap ETF worth $16.9M as of Q2 2026.
Integris Wealth Management sold 2,293 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $765K.
Vanguard Morningstar Large-Cap ETF made up 3.41% of Integris Wealth Management's portfolio in Q2 2026, its #10 holding.
Integris Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.