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

Precedent Wealth 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	$226K	Buy	+642	New	+$225K	0.03%	193

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Precedent Wealth Partners's VV Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 642 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings.

1,253 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Precedent Wealth Partners held 642 shares of Vanguard Morningstar Large-Cap ETF worth $226K as of Q3 2026.
Vanguard Morningstar Large-Cap ETF was a new Precedent Wealth Partners position in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Precedent Wealth Partners's portfolio in Q3 2026, its #193 holding.
1,253 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.