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

Sagespring 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 Q1	$1.42M	Sell	4,763 -182	-4%	-$56.9K	0.03%	248
2025 Q4	$1.56M	Sell	4,945 -538	-10%	-$168K	0.03%	228
2025 Q3	$1.69M	Sell	5,483 -132	-2%	-$39.1K	0.03%	210
2025 Q2	$1.6M	Sell	5,615 -1,035	-16%	-$273K	0.03%	202
2025 Q1	$1.71M	Buy	6,650 +4,842	+268%	+$1.31M	0.04%	168
2024 Q4	$488K	Buy	+1,808	New	+$490K	0.01%	353

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sagespring Wealth Partners's VV Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.7% in Q1 2026, selling an estimated $56.9K and leaving 4,763 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #248.

Sagespring Wealth Partners first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.71M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Sagespring Wealth Partners held 4,763 shares of Vanguard Morningstar Large-Cap ETF worth $1.42M as of Q1 2026.
Sagespring Wealth Partners sold 182 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $56.9K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #248 holding.
Sagespring Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.71M in Q1 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.