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Intergy Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Intergy Private 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
Q3 		$17.5M Buy
49,804
+1,778
+4% +$622K 3.94% 7
2026
Q2 		$16.5M Buy
48,026
+2,012
+4% +$671K 3.81% 7
2026
Q1 		$13.8M Buy
46,014
+1,109
+2% +$347K 4.03% 6
2025
Q4 		$14.1M Sell
44,905
-548
-1% -$171K 4.26% 5
2025
Q3 		$14M Buy
45,453
+1,243
+3% +$368K 4.38% 5
2025
Q2 		$12.6M Buy
44,210
+2,866
+7% +$755K 4.3% 5
2025
Q1 		$10.6M Buy
41,344
+2,650
+7% +$718K 4.04% 5
2024
Q4 		$10.4M Buy
38,694
+842
+2% +$228K 3.89% 5
2024
Q3 		$10M Buy
37,852
+661
+2% +$168K 3.8% 5
2024
Q2 		$9.28M Sell
37,191
-596
-2% -$143K 3.83% 5
2024
Q1 		$9.06M Buy
37,787
+552
+1% +$126K 3.73% 5
2023
Q4 		$8.12M Buy
37,235
+1,125
+3% +$230K 3.51% 6
2023
Q3 		$7.07M Buy
36,110
+172
+0.5% +$35K 3.53% 6
2023
Q2 		$7.29M Buy
35,938
+1,571
+5% +$301K 3.57% 6
2023
Q1 		$6.42M Buy
34,367
+2,204
+7% +$401K 3.59% 6
2022
Q4 		$5.6M Buy
32,163
+2,873
+10% +$504K 3.5% 6
2022
Q3 		$4.79M Buy
29,290
+4,157
+17% +$756K 3.4% 7
2022
Q2 		$4.33M Buy
25,133
+4,566
+22% +$857K 3.42% 8
2022
Q1 		$4.29M Buy
20,567
+9,213
+81% +$1.89M 2.99% 9
2021
Q4 		$2.51M Buy
+11,354
New +$2.43M 1.96% 15

Other funds holding VV

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Advocate Group
Advocate Group Minnetonka, Minnesota $646M AUM 16.81% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Intergy Private Wealth's VV Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.7% in Q3 2026, buying an estimated $622K and bringing the position to 49,804 shares worth $17.5M. The position accounts for 3.94% of the portfolio, ranked #7.

Intergy Private Wealth first reported a position in VV in Q4 2021 and has held it in 20 quarters since. 305 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Intergy Private Wealth held 49,804 shares of Vanguard Morningstar Large-Cap ETF worth $17.5M as of Q3 2026.
  • Intergy Private Wealth bought 1,778 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $622K.
  • Vanguard Morningstar Large-Cap ETF made up 3.94% of Intergy Private Wealth's portfolio in Q3 2026, its #7 holding.
  • Intergy Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • 305 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.