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

Obermeyer 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 Q3	$3.75M	Buy	10,670 +181	+2%	+$63.4K	0.15%	53
2026 Q2	$3.61M	Hold	10,489	–	–	0.15%	54
2026 Q1	$3.13M	Sell	10,489 -46	-0.4%	-$14.4K	0.14%	57
2025 Q4	$3.32M	Buy	10,535 +46	+0.4%	+$14.4K	0.15%	58
2025 Q3	$3.23M	Hold	10,489	–	–	0.15%	56
2025 Q2	$2.99M	Hold	10,489	–	–	0.15%	58
2025 Q1	$2.7M	Sell	10,489 -15	-0.1%	-$4.06K	0.14%	59
2024 Q4	$2.83M	Hold	10,504	–	–	0.15%	57
2024 Q3	$2.77M	Hold	10,504	–	–	0.15%	58
2024 Q2	$2.62M	Hold	10,504	–	–	0.15%	58
2024 Q1	$2.52M	Hold	10,504	–	–	0.15%	57
2023 Q4	$2.29M	Hold	10,504	–	–	0.16%	45
2023 Q3	$2.06M	Hold	10,504	–	–	0.15%	42
2023 Q2	$2.13M	Hold	10,504	–	–	0.15%	46
2023 Q1	$1.96M	Buy	10,504 +8,893	+552%	+$1.62M	0.15%	52
2022 Q4	$281K	Buy	1,611 +344	+27%	+$60.4K	0.02%	170
2022 Q3	$207K	Buy	+1,267	New	+$230K	0.02%	194

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners's VV Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.7% in Q3 2026, buying an estimated $63.4K and bringing the position to 10,670 shares worth $3.75M. The position accounts for 0.15% of the portfolio, ranked #53.

Obermeyer Wealth Partners first reported a position in VV in Q3 2022 and has held it in 17 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Obermeyer Wealth Partners held 10,670 shares of Vanguard Morningstar Large-Cap ETF worth $3.75M as of Q3 2026.
Obermeyer Wealth Partners bought 181 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $63.4K.
Vanguard Morningstar Large-Cap ETF made up 0.15% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #53 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 17 quarters since.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.