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Petix & Botte Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Petix & Botte Financial’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 		$632K Buy
1,838
+919
+100% +$307K 0.13% 84
2026
Q1 		$549K Sell
919
-919
-50% -$288K 0.12% 82
2025
Q4 		$578K Hold
1,838
– – 0.13% 78
2025
Q3 		$566K Sell
1,838
-170
-8% -$50.3K 0.13% 80
2025
Q2 		$573K Sell
2,008
-522
-21% -$138K 0.14% 79
2025
Q1 		$650K Sell
2,530
-220
-8% -$59.6K 0.17% 73
2024
Q4 		$742K Hold
2,750
– – 0.2% 70
2024
Q3 		$724K Sell
2,750
-232
-8% -$58.9K 0.19% 63
2024
Q2 		$744K Sell
2,982
-18,616
-86% -$4.47M 0.21% 61
2024
Q1 		$5.18M Buy
21,598
+18,110
+519% +$4.14M 1.29% 23
2023
Q4 		$761K Buy
3,488
+2
+0.1% +$409 0.22% 56
2023
Q3 		$682K Hold
3,486
– – 0.22% 55
2023
Q2 		$707K Buy
3,486
+1,743
+100% +$334K 0.22% 54
2023
Q1 		$326K Buy
+1,743
New +$317K 0.22% 57
2022
Q3 		$344K Sell
2,106
-101
-5% -$18.4K 0.26% 55
2022
Q2 		$380K Sell
2,207
-2,427
-52% -$456K 0.28% 51
2022
Q1 		$966K Buy
4,634
+2,297
+98% +$472K 0.3% 47
2021
Q4 		$516K Sell
2,337
-3,483
-60% -$747K 0.33% 48
2021
Q3 		$1.17M Buy
5,820
+2,810
+93% +$581K 0.4% 41
2021
Q2 		$604K Hold
3,010
– – 0.42% 42
2021
Q1 		$558K Buy
3,010
+208
+7% +$37.7K 0.41% 42
2020
Q4 		$492K Sell
2,802
-753
-21% -$125K 0.37% 48
2020
Q3 		$556K Sell
3,555
-3,585
-50% -$553K 0.44% 41
2020
Q2 		$511K Buy
7,140
+3,570
+100% +$483K 0.42% 41
2020
Q1 		$423K Buy
3,570
+35
+1% +$4.92K 0.41% 43
2019
Q4 		$523K Buy
+3,535
New +$500K 0.41% 49

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

Petix & Botte Financial's VV Position: Q2 2026 in Review

Petix & Botte Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 100% in Q2 2026, buying an estimated $307K and bringing the position to 1,838 shares worth $632K. The position accounts for 0.13% of the portfolio, ranked #84.

Petix & Botte Financial first reported a position in VV in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.18M in Q1 2024. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Petix & Botte Financial held 1,838 shares of Vanguard Morningstar Large-Cap ETF worth $632K as of Q2 2026.
  • Petix & Botte Financial bought 919 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $307K.
  • Vanguard Morningstar Large-Cap ETF made up 0.13% of Petix & Botte Financial's portfolio in Q2 2026, its #84 holding.
  • Petix & Botte Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's Vanguard Morningstar Large-Cap ETF position peaked at $5.18M in Q1 2024.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.