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

Roxbury 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 Q3	$280K	Sell	796 -59	-7%	-$20.7K	0.21%	83
2026 Q2	$294K	Hold	855	–	–	0.23%	84
2026 Q1	$255K	Hold	855	–	–	0.23%	80
2025 Q4	$269K	Buy	855 +1	+0.1%	+$312	0.24%	73
2025 Q3	$263K	Sell	854 -1	-0.1%	-$296	0.24%	73
2025 Q2	$244K	Sell	855 -1	-0.1%	-$263	0.24%	76
2025 Q1	$234K	Buy	856 +1	+0.1%	+$271	0.23%	79
2024 Q4	$237K	Buy	+855	New	+$232K	0.23%	79

Other funds holding VV

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Roxbury Financial's VV Position: Q3 2026 in Review

Roxbury Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.9% in Q3 2026, selling an estimated $20.7K and leaving 796 shares worth $280K. The position accounts for 0.21% of the portfolio, ranked #83.

Roxbury Financial first reported a position in VV in Q4 2024 and has held it in 8 quarters since. The position peaked at $294K in Q2 2026. 87 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Roxbury Financial held 796 shares of Vanguard Morningstar Large-Cap ETF worth $280K as of Q3 2026.
Roxbury Financial sold 59 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $20.7K.
Vanguard Morningstar Large-Cap ETF made up 0.21% of Roxbury Financial's portfolio in Q3 2026, its #83 holding.
Roxbury Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Vanguard Morningstar Large-Cap ETF position peaked at $294K in Q2 2026.
87 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.