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

NorthRock 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 		$1.07M Sell
3,122
-554
-15% -$185K 0.02% 293
2026
Q1 		$1.1M Buy
3,676
+602
+20% +$188K 0.02% 280
2025
Q4 		$968K Buy
3,074
+974
+46% +$304K 0.02% 281
2025
Q3 		$646K Buy
2,100
+426
+25% +$126K 0.01% 459
2025
Q2 		$479K Sell
1,674
-24
-1% -$6.32K 0.01% 409
2025
Q1 		$436K Sell
1,698
-427
-20% -$116K 0.01% 378
2024
Q4 		$573K Buy
2,125
+135
+7% +$36.6K 0.02% 321
2024
Q3 		$526K Buy
1,990
+1,759
+761% +$446K 0.02% 359
2024
Q2 		$57.9K Buy
+231
New +$55.5K ﹤0.01% 655
2020
Q4 		– Sell
-1,773
Closed -$277K – 254
2020
Q3 		$277K Buy
1,773
+11
+0.6% +$1.7K 0.03% 173
2020
Q2 		$252K Sell
1,762
-1,704
-49% -$230K 0.03% 174
2020
Q1 		$410K Buy
3,466
+10
+0.3% +$1.41K 0.06% 122
2019
Q4 		$511K Buy
3,456
+1,746
+102% +$247K 0.05% 149
2019
Q3 		$233K Buy
+1,710
New +$232K 0.03% 187

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

NorthRock Partners's VV Position: Q2 2026 in Review

NorthRock Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 15% in Q2 2026, selling an estimated $185K and leaving 3,122 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #293.

NorthRock Partners first reported a position in VV in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2026. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • NorthRock Partners held 3,122 shares of Vanguard Morningstar Large-Cap ETF worth $1.07M as of Q2 2026.
  • NorthRock Partners sold 554 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $185K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of NorthRock Partners's portfolio in Q2 2026, its #293 holding.
  • NorthRock Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 14 quarters since.
  • NorthRock Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.1M in Q1 2026.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.