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

ORG 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	$46.4K	Buy	+135	New	+$45K	0.01%	354

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

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

ORG Wealth Partners opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 135 shares worth $46.4K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings.

1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

ORG Wealth Partners held 135 shares of Vanguard Morningstar Large-Cap ETF worth $46.4K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new ORG Wealth Partners position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #354 holding.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.