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OFS Enterprise’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

OFS Enterprise’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 		– Sell
-1,935
Closed -$578K – 107
2026
Q1 		$578K Buy
+1,935
New +$605K 0.17% 57

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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

OFS Enterprise's VV Position: Q2 2026 in Review

OFS Enterprise sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 1,935 shares — an estimated $578K sold.

OFS Enterprise first reported a position in VV in Q1 2026 and held it in 1 quarter. The position peaked at $578K in Q1 2026. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • OFS Enterprise reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • OFS Enterprise sold 1,935 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $578K.
  • OFS Enterprise first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2026 and held it in 1 quarter.
  • OFS Enterprise's Vanguard Morningstar Large-Cap ETF position peaked at $578K in Q1 2026.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on OFS Enterprise's 13F filing for Q2 2026, filed 8 Jul 2026.