IRP
VV icon

Investment Research Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Investment Research 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 		$250K Hold
727
– – 0.08% 245
2026
Q1 		$217K Hold
727
– – 0.09% 219
2025
Q4 		$229K Hold
727
– – 0.1% 207
2025
Q3 		$231K Buy
+727
New +$215K 0.1% 201

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Investment Research Partners's VV Position: Q2 2026 in Review

Investment Research Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 727 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #245.

Investment Research Partners first reported a position in VV in Q3 2025 and has held it in 4 quarters since. 1,145 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Investment Research Partners held 727 shares of Vanguard Morningstar Large-Cap ETF worth $250K as of Q2 2026.
  • Investment Research Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.08% of Investment Research Partners's portfolio in Q2 2026, its #245 holding.
  • Investment Research Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.