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

Pennington Partners & Co’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	$1.11M	Buy	3,228 +1	+0%	+$334	0.36%	41
2026 Q1	$965K	Buy	3,227 +1	+0%	+$313	0.33%	42
2025 Q4	$1.02M	Sell	3,226 -30	-0.9%	-$9.37K	0.41%	31
2025 Q3	$1M	Sell	3,256 -132	-4%	-$39.1K	0.48%	28
2025 Q2	$969K	Hold	3,388	–	–	0.52%	24
2025 Q1	$871K	Buy	3,388 +128	+4%	+$34.7K	0.5%	24
2024 Q4	$879K	Buy	+3,260	New	+$883K	0.44%	24

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

Pennington Partners & Co's VV Position: Q2 2026 in Review

Pennington Partners & Co increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.03% in Q2 2026, buying an estimated $334 and bringing the position to 3,228 shares worth $1.11M. The position accounts for 0.36% of the portfolio, ranked #41.

Pennington Partners & Co first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Pennington Partners & Co held 3,228 shares of Vanguard Morningstar Large-Cap ETF worth $1.11M as of Q2 2026.
Pennington Partners & Co bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.36% of Pennington Partners & Co's portfolio in Q2 2026, its #41 holding.
Pennington Partners & Co first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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