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Pachira Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Pachira Investments’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 		$1.39M Sell
4,031
-45
-1% -$15K 0.52% 36
2026
Q1 		$1.22M Sell
4,076
-40
-1% -$12.5K 0.57% 33
2025
Q4 		$1.3M Buy
4,116
+13
+0.3% +$4.06K 0.63% 31
2025
Q3 		$1.26M Buy
4,103
+262
+7% +$77.6K 0.71% 27
2025
Q2 		$1.1M Buy
3,841
+147
+4% +$38.7K 0.83% 24
2025
Q1 		$944K Buy
3,694
+23
+0.6% +$6.23K 0.66% 27
2024
Q4 		$994K Sell
3,671
-56
-2% -$15.2K 0.61% 28
2024
Q3 		$981K Buy
3,727
+58
+2% +$14.7K 0.76% 23
2024
Q2 		$916K Buy
3,669
+24
+0.7% +$5.76K 0.81% 22
2024
Q1 		$874K Sell
3,645
-1
-0% -$229 0.71% 20
2023
Q4 		$795K Buy
3,646
+248
+7% +$50.7K 0.7% 19
2023
Q3 		$665K Sell
3,398
-222
-6% -$45.2K 0.75% 18
2023
Q2 		$734K Buy
3,620
+4
+0.1% +$767 0.79% 17
2023
Q1 		$675K Buy
3,616
+32
+0.9% +$5.83K 2.92% 11
2022
Q4 		$624K Sell
3,584
-101
-3% -$17.7K 3.15% 12
2022
Q3 		$603K Buy
3,685
+366
+11% +$66.5K 2.68% 9
2022
Q2 		$572K Buy
3,319
+1,706
+106% +$320K 0.88% 11
2022
Q1 		$336K Buy
1,613
+34
+2% +$6.98K 0.26% 19
2021
Q4 		$349K Buy
1,579
+170
+12% +$36.5K 0.23% 21
2021
Q3 		$283K Buy
1,409
+12
+0.9% +$2.48K 0.2% 22
2021
Q2 		$280K Buy
1,397
+44
+3% +$8.59K 0.2% 20
2021
Q1 		$251K Hold
1,353
– – 0.18% 22
2020
Q4 		$238K Sell
1,353
-41
-3% -$6.81K 0.23% 18
2020
Q3 		$218K Buy
+1,394
New +$215K 0.28% 18

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Pachira Investments's VV Position: Q2 2026 in Review

Pachira Investments reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.1% in Q2 2026, selling an estimated $15K and leaving 4,031 shares worth $1.39M. The position accounts for 0.52% of the portfolio, ranked #36.

Pachira Investments first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 651 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Pachira Investments held 4,031 shares of Vanguard Morningstar Large-Cap ETF worth $1.39M as of Q2 2026.
  • Pachira Investments sold 45 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15K.
  • Vanguard Morningstar Large-Cap ETF made up 0.52% of Pachira Investments's portfolio in Q2 2026, its #36 holding.
  • Pachira Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 651 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.