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

&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	$27M	Sell	78,507 -30,382	-28%	-$10.1M	0.11%	170
2026 Q1	$32.5M	Buy	108,889 +23,315	+27%	+$7.29M	0.16%	118
2025 Q4	$26.9M	Buy	85,574 +3,867	+5%	+$1.21M	0.14%	139
2025 Q3	$25.1M	Sell	81,707 -2,742	-3%	-$812K	0.16%	128
2025 Q2	$24.1M	Buy	84,449 +3,132	+4%	+$825K	0.18%	117
2025 Q1	$20.7M	Sell	81,317 -5,385	-6%	-$1.46M	0.22%	98
2024 Q4	$23.6M	Buy	86,702 +2,693	+3%	+$730K	0.28%	76
2024 Q3	$22.1M	Sell	84,009 -46,453	-36%	-$11.8M	0.43%	53
2024 Q2	$32.6M	Sell	130,462 -41,732	-24%	-$10M	1.43%	7
2024 Q1	$41.2M	Buy	172,194 +94,844	+123%	+$21.7M	5.68%	1
2023 Q4	$17.6M	Buy	+77,350	New	+$15.8M	4.3%	2

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

&Partners's VV Position: Q2 2026 in Review

&Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 28% in Q2 2026, selling an estimated $10.1M and leaving 78,507 shares worth $27M. The position accounts for 0.11% of the portfolio, ranked #170.

&Partners first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.2M in Q1 2024. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

&Partners held 78,507 shares of Vanguard Morningstar Large-Cap ETF worth $27M as of Q2 2026.
&Partners sold 30,382 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $10.1M.
Vanguard Morningstar Large-Cap ETF made up 0.11% of &Partners's portfolio in Q2 2026, its #170 holding.
&Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
&Partners's Vanguard Morningstar Large-Cap ETF position peaked at $41.2M in Q1 2024.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.