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

Polaris Financial 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
Q3 		$372K Buy
+1,050
New +$368K 0.17% 58

Other funds holding VV

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's VV Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 1,050 shares worth $372K. The stake represents 0.17% of the portfolio and ranks #58 among its holdings.

11 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Polaris Financial Partners held 1,050 shares of Vanguard Morningstar Large-Cap ETF worth $372K as of Q3 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Polaris Financial Partners position in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.17% of Polaris Financial Partners's portfolio in Q3 2026, its #58 holding.
  • 11 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.