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

Leeward Financial 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 		$15M Buy
43,665
+1,104
+3% +$368K 3.94% 5
2026
Q1 		$12.7M Buy
42,561
+122
+0.3% +$38.2K 3.78% 6
2025
Q4 		$13.4M Buy
42,439
+2,703
+7% +$844K 3.76% 5
2025
Q3 		$12.2M Buy
39,736
+774
+2% +$229K 3.48% 7
2025
Q2 		$11.1M Sell
38,962
-7,898
-17% -$2.08M 3.52% 9
2025
Q1 		$12M Buy
46,860
+995
+2% +$270K 4.5% 5
2024
Q4 		$12.4M Buy
45,865
+890
+2% +$241K 4.41% 5
2024
Q3 		$11.8M Buy
44,975
+548
+1% +$139K 4.47% 5
2024
Q2 		$11.1M Buy
44,427
+1,031
+2% +$248K 4.5% 5
2024
Q1 		$10.4M Buy
43,396
+2,507
+6% +$574K 4.4% 5
2023
Q4 		$8.92M Buy
40,889
+727
+2% +$149K 4.31% 6
2023
Q3 		$7.86M Buy
40,162
+5,383
+15% +$1.1M 4.35% 6
2023
Q2 		$7.05M Buy
34,779
+7,245
+26% +$1.39M 4.05% 6
2023
Q1 		$5.14M Buy
27,534
+1,641
+6% +$299K 3.15% 10
2022
Q4 		$4.51M Buy
25,893
+12,035
+87% +$2.11M 3.12% 11
2022
Q3 		$2.27M Buy
13,858
+472
+4% +$85.8K 1.63% 24
2022
Q2 		$2.31M Buy
13,386
+1,070
+9% +$201K 1.58% 26
2022
Q1 		$2.57M Sell
12,316
-673
-5% -$138K 1.59% 25
2021
Q4 		$2.87M Buy
+12,989
New +$2.79M 1.79% 19

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

Leeward Financial Partners's VV Position: Q2 2026 in Review

Leeward Financial Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.6% in Q2 2026, buying an estimated $368K and bringing the position to 43,665 shares worth $15M. The position accounts for 3.94% of the portfolio, ranked #5.

Leeward Financial Partners first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Leeward Financial Partners held 43,665 shares of Vanguard Morningstar Large-Cap ETF worth $15M as of Q2 2026.
  • Leeward Financial Partners bought 1,104 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $368K.
  • Vanguard Morningstar Large-Cap ETF made up 3.94% of Leeward Financial Partners's portfolio in Q2 2026, its #5 holding.
  • Leeward Financial Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.