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LRI Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

LRI Investments’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 		$308K Hold
896
– – 0.02% 256
2026
Q1 		$268K Hold
896
– – 0.02% 246
2025
Q4 		$282K Hold
896
– – 0.02% 240
2025
Q3 		$276K Hold
896
– – 0.02% 250
2025
Q2 		$256K Hold
896
– – 0.02% 248
2025
Q1 		$230K Hold
896
– – 0.02% 246
2024
Q4 		$242K Hold
896
– – 0.02% 234
2024
Q3 		$245K Hold
896
– – 0.02% 232
2024
Q2 		$224K Hold
896
– – 0.03% 232
2024
Q1 		$215K Buy
+896
New +$205K 0.05% 130

Other funds holding VV

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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LRI Investments's VV Position: Q2 2026 in Review

LRI Investments held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 896 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #256.

LRI Investments first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 690 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • LRI Investments held 896 shares of Vanguard Morningstar Large-Cap ETF worth $308K as of Q2 2026.
  • LRI Investments left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of LRI Investments's portfolio in Q2 2026, its #256 holding.
  • LRI Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 690 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.