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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
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 		$9.97M 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Intergy Private Wealth's VV Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.4% in Q2 2026, buying an estimated $671K and bringing the position to 48,026 shares worth $16.5M. The position accounts for 3.81% of the portfolio, ranked #7.

Intergy Private Wealth first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Intergy Private Wealth held 48,026 shares of Vanguard Morningstar Large-Cap ETF worth $16.5M as of Q2 2026.
  • Intergy Private Wealth bought 2,012 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $671K.
  • Vanguard Morningstar Large-Cap ETF made up 3.81% of Intergy Private Wealth's portfolio in Q2 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 19 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.