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

Patron 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 		$8.28M Buy
24,063
+1,057
+5% +$353K 3.18% 4
2026
Q1 		$6.88M Sell
23,006
-1,053
-4% -$329K 3.04% 4
2025
Q4 		$7.57M Buy
24,059
+1,217
+5% +$380K 3.37% 4
2025
Q3 		$7.03M Buy
22,842
+383
+2% +$113K 3.19% 5
2025
Q2 		$6.41M Buy
22,459
+2,848
+15% +$750K 3.17% 5
2025
Q1 		$5.04M Buy
19,611
+1,221
+7% +$331K 2.73% 6
2024
Q4 		$4.96M Buy
18,390
+2,421
+15% +$656K 2.69% 7
2024
Q3 		$4.2M Buy
15,969
+934
+6% +$237K 2.32% 8
2024
Q2 		$3.75M Buy
15,035
+1,780
+13% +$428K 2.21% 8
2024
Q1 		$3.18M Buy
13,255
+4,695
+55% +$1.07M 1.93% 8
2023
Q4 		$1.87M Buy
8,560
+1,047
+14% +$214K 1.24% 14
2023
Q3 		$1.47M Buy
7,513
+477
+7% +$97.1K 1.08% 17
2023
Q2 		$1.43M Buy
7,036
+461
+7% +$88.4K 1.01% 21
2023
Q1 		$1.23M Sell
6,575
-260
-4% -$47.3K 0.91% 24
2022
Q4 		$1.19M Sell
6,835
-279
-4% -$48.9K 0.89% 23
2022
Q3 		$1.16M Sell
7,114
-53
-0.7% -$9.63K 0.97% 21
2022
Q2 		$1.24M Sell
7,167
-298
-4% -$55.9K 0.98% 19
2022
Q1 		$1.56M Sell
7,465
-530
-7% -$109K 1.06% 18
2021
Q4 		$1.77M Buy
7,995
+349
+5% +$74.8K 1.16% 12
2021
Q3 		$1.54M Buy
7,646
+1,249
+20% +$258K 1.13% 12
2021
Q2 		$1.28M Buy
+6,397
New +$1.25M 0.97% 15

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
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

Patron Partners's VV Position: Q2 2026 in Review

Patron Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.6% in Q2 2026, buying an estimated $353K and bringing the position to 24,063 shares worth $8.28M. The position accounts for 3.18% of the portfolio, ranked #4.

Patron Partners first reported a position in VV in Q2 2021 and has held it in 21 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Patron Partners held 24,063 shares of Vanguard Morningstar Large-Cap ETF worth $8.28M as of Q2 2026.
  • Patron Partners bought 1,057 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $353K.
  • Vanguard Morningstar Large-Cap ETF made up 3.18% of Patron Partners's portfolio in Q2 2026, its #4 holding.
  • Patron Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Patron Partners's 13F filing for Q2 2026, filed 11 Aug 2026.