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Integrity Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Integrity Financial’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
Q1 		$99.8K Sell
334
-16
-5% -$5.01K 0.05% 189
2025
Q4 		$110K Hold
350
– – 0.06% 166
2025
Q3 		$108K Hold
350
– – 0.05% 173
2025
Q2 		$100K Buy
+350
New +$92.2K 0.05% 168

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Integrity Financial's VV Position: Q1 2026 in Review

Integrity Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.6% in Q1 2026, selling an estimated $5.01K and leaving 334 shares worth $99.8K. The position accounts for 0.05% of the portfolio, ranked #189.

Integrity Financial first reported a position in VV in Q2 2025 and has held it in 4 quarters since. The position peaked at $110K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Integrity Financial held 334 shares of Vanguard Morningstar Large-Cap ETF worth $99.8K as of Q1 2026.
  • Integrity Financial sold 16 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $5.01K.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Integrity Financial's portfolio in Q1 2026, its #189 holding.
  • Integrity Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Integrity Financial's Vanguard Morningstar Large-Cap ETF position peaked at $110K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.