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 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

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

Obermeyer Wealth Partners's VV Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 10,489 shares worth $3.61M. The position accounts for 0.15% of the portfolio, ranked #54.

Obermeyer Wealth Partners first reported a position in VV in Q3 2022 and has held it in 16 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Obermeyer Wealth Partners held 10,489 shares of Vanguard Morningstar Large-Cap ETF worth $3.61M as of Q2 2026.
Obermeyer Wealth Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.15% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #54 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 16 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.