Mosaic Family Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mosaic Family Wealth 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	$1.75M	Hold	5,075	–	–	0.12%	140
2026 Q1	$1.52M	Hold	5,075	–	–	0.16%	84
2025 Q4	$1.6M	Hold	5,075	–	–	0.18%	72
2025 Q3	$1.56M	Hold	5,075	–	–	0.18%	57
2025 Q2	$1.45M	Hold	5,075	–	–	0.18%	59
2025 Q1	$1.3M	Sell	5,075 -21	-0.4%	-$5.69K	0.19%	61
2024 Q4	$1.37M	Buy	5,096 +21	+0.4%	+$5.69K	0.2%	56
2024 Q3	$1.34M	Hold	5,075	–	–	0.2%	57
2024 Q2	$1.27M	Sell	5,075 -511	-9%	-$123K	0.2%	59
2024 Q1	$1.34M	Sell	5,586 -316	-5%	-$72.3K	0.22%	58
2023 Q4	$1.29M	Hold	5,902	–	–	0.22%	50
2023 Q3	$1.15M	Sell	5,902 -7,100	-55%	-$1.45M	0.23%	48
2023 Q2	$2.64M	Hold	13,002	–	–	0.52%	29
2023 Q1	$2.43M	Sell	13,002 -3,609	-22%	-$657K	0.51%	28
2022 Q4	$2.89M	Buy	+16,611	New	+$2.91M	0.82%	20

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mosaic Family Wealth Partners's VV Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 5,075 shares worth $1.75M. The position accounts for 0.12% of the portfolio, ranked #140.

Mosaic Family Wealth Partners first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.89M in Q4 2022. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Mosaic Family Wealth Partners held 5,075 shares of Vanguard Morningstar Large-Cap ETF worth $1.75M as of Q2 2026.
Mosaic Family Wealth Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #140 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Mosaic Family Wealth Partners's Vanguard Morningstar Large-Cap ETF position peaked at $2.89M in Q4 2022.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.