Sendero Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sendero Wealth Management’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	$5.86M	Sell	16,658 -69	-0.4%	-$24.2K	0.59%	30
2026 Q2	$5.75M	Buy	16,727 +3,104	+23%	+$1.04M	0.57%	33
2026 Q1	$4.07M	Buy	13,623 +10,438	+328%	+$3.27M	0.45%	43
2025 Q4	$1M	Hold	3,185	–	–	0.11%	104
2025 Q3	$981K	Hold	3,185	–	–	0.11%	100
2025 Q2	$909K	Hold	3,185	–	–	0.11%	103
2025 Q1	$819K	Hold	3,185	–	–	0.11%	105
2024 Q4	$859K	Buy	+3,185	New	+$863K	0.13%	90

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

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

Wealthquest Cincinnati, Ohio $1.61B AUM 12% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Sendero Wealth Management's VV Position: Q3 2026 in Review

Sendero Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.41% in Q3 2026, selling an estimated $24.2K and leaving 16,658 shares worth $5.86M. The position accounts for 0.59% of the portfolio, ranked #30.

Sendero Wealth Management first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 1,189 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Sendero Wealth Management held 16,658 shares of Vanguard Morningstar Large-Cap ETF worth $5.86M as of Q3 2026.
Sendero Wealth Management sold 69 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $24.2K.
Vanguard Morningstar Large-Cap ETF made up 0.59% of Sendero Wealth Management's portfolio in Q3 2026, its #30 holding.
Sendero Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
1,189 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.