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

Ironwood 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
Q2 		$9.92M Sell
28,751
-832
-3% -$278K 1.55% 17
2026
Q1 		$8.84M Buy
29,583
+1,221
+4% +$382K 1.54% 17
2025
Q4 		$9.09M Buy
28,362
+851
+3% +$266K 1.54% 16
2025
Q3 		$8.47M Buy
27,511
+4,989
+22% +$1.48M 1.5% 17
2025
Q2 		$5.79M Hold
22,522
– – 1.24% 22
2025
Q1 		$5.79M Sell
22,522
-466
-2% -$126K 1.24% 22
2024
Q4 		$6.2M Buy
22,988
+1,262
+6% +$342K 1.3% 22
2024
Q3 		$5.72M Buy
21,726
+1,526
+8% +$387K 1.2% 23
2024
Q2 		$5.04M Buy
20,200
+1,387
+7% +$333K 1.13% 26
2024
Q1 		$4.51M Buy
18,813
+118
+0.6% +$27K 1.04% 29
2023
Q4 		$4.08M Buy
18,695
+1,821
+11% +$372K 0.99% 26
2023
Q3 		$3.3M Buy
16,874
+1,462
+9% +$298K 0.89% 28
2023
Q2 		$3.12M Buy
15,412
+1,228
+9% +$235K 0.82% 28
2023
Q1 		$2.65M Buy
14,184
+1,507
+12% +$274K 0.74% 29
2022
Q4 		$2.21M Buy
12,677
+764
+6% +$134K 0.69% 28
2022
Q3 		$1.95M Buy
11,913
+1,723
+17% +$313K 0.65% 30
2022
Q2 		$1.76M Buy
10,190
+1,621
+19% +$304K 0.56% 40
2022
Q1 		$1.79M Buy
8,569
+4,333
+102% +$890K 0.5% 42
2021
Q4 		$936K Sell
4,236
-107
-2% -$22.9K 0.26% 63
2021
Q3 		$873K Sell
4,343
-2
-0% -$413 0.26% 65
2021
Q2 		$872K Sell
4,345
-65
-1% -$12.7K 0.26% 62
2021
Q1 		$817K Buy
4,410
+16
+0.4% +$2.9K 0.27% 63
2020
Q4 		$772K Buy
4,394
+114
+3% +$18.9K 0.29% 61
2020
Q3 		$670K Sell
4,280
-15
-0.3% -$2.31K 0.34% 44
2020
Q2 		$614K Buy
4,295
+19
+0.4% +$2.57K 0.33% 41
2020
Q1 		$506K Sell
4,276
-12,889
-75% -$1.81M 0.35% 25
2019
Q4 		$2.54M Sell
17,165
-379
-2% -$53.6K 1.16% 18
2019
Q3 		$2.39M Sell
17,544
-139
-0.8% -$18.9K 1.15% 17
2019
Q2 		$2.38M Sell
17,683
-23
-0.1% -$3.04K 1.17% 21
2019
Q1 		$2.3M Sell
17,706
-917
-5% -$115K 1.19% 22
2018
Q4 		$2.14M Buy
18,623
+728
+4% +$90.1K 1.2% 19
2018
Q3 		$2.39M Buy
17,895
+7
+0% +$917 1.27% 17
2018
Q2 		$2.23M Buy
17,888
+489
+3% +$60.8K 1.29% 16
2018
Q1 		$2.11M Buy
17,399
+84
+0.5% +$10.5K 2.29% 8
2017
Q4 		$2.12M Sell
17,315
-227
-1% -$27.1K 1.28% 16
2017
Q3 		$2.02M Sell
17,542
-81
-0.5% -$9.17K 1.25% 17
2017
Q2 		$1.96M Sell
17,623
-6
-0% -$660 1.26% 13
2017
Q1 		$1.91M Sell
17,629
-781
-4% -$83.2K 1.26% 13
2016
Q4 		$1.89M Sell
18,410
-719
-4% -$72K 1.32% 14
2016
Q3 		$1.9M Buy
19,129
+156
+0.8% +$15.4K 1.36% 13
2016
Q2 		$1.82M Sell
18,973
-1,939
-9% -$184K 1.36% 17
2016
Q1 		$1.97M Buy
+20,912
New +$1.86M 1.52% 17
2015
Q3 		$1.9M Sell
21,596
-495
-2% -$46.2K 0.94% 26
2015
Q2 		$2.1M Buy
22,091
+2,085
+10% +$202K 0.99% 26
2015
Q1 		$1.91M Buy
20,006
+127
+0.6% +$12.1K 0.92% 29
2014
Q4 		$1.88M Buy
+19,879
New +$1.83M 1.03% 24

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

Ironwood Financial's VV Position: Q2 2026 in Review

Ironwood Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.8% in Q2 2026, selling an estimated $278K and leaving 28,751 shares worth $9.92M. The position accounts for 1.55% of the portfolio, ranked #17.

Ironwood Financial first reported a position in VV in Q4 2014 and has held it in 46 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Ironwood Financial held 28,751 shares of Vanguard Morningstar Large-Cap ETF worth $9.92M as of Q2 2026.
  • Ironwood Financial sold 832 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $278K.
  • Vanguard Morningstar Large-Cap ETF made up 1.55% of Ironwood Financial's portfolio in Q2 2026, its #17 holding.
  • Ironwood Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.