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

Strategic 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 Q2	$33.7K	Hold	98	–	–	﹤0.01%	623
2026 Q1	$29.3K	Hold	98	–	–	﹤0.01%	622
2025 Q4	$30.9K	Sell	98 -5	-5%	-$1.56K	﹤0.01%	612
2025 Q3	$31.7K	Buy	103 +50	+94%	+$14.8K	﹤0.01%	640
2025 Q2	$15.1K	Buy	+53	New	+$14K	﹤0.01%	714
2019 Q4	–	Sell	-147	Closed	-$19	–	507
2019 Q3	$19	Hold	147	–	–	﹤0.01%	411
2019 Q2	$19K	Hold	147	–	–	0.01%	368
2019 Q1	$19K	Hold	147	–	–	0.01%	384
2018 Q4	$17K	Hold	147	–	–	0.01%	368
2018 Q3	$20K	Hold	147	–	–	0.01%	338
2018 Q2	$18K	Hold	147	–	–	0.01%	426
2018 Q1	$18K	Hold	147	–	–	0.01%	388
2017 Q4	$18K	Buy	+147	New	+$17.6K	0.01%	372

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Strategic Wealth Partners's VV Position: Q2 2026 in Review

Strategic Wealth Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 98 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Strategic Wealth Partners first reported a position in VV in Q4 2017 and has held it in 13 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Strategic Wealth Partners held 98 shares of Vanguard Morningstar Large-Cap ETF worth $33.7K as of Q2 2026.
Strategic Wealth Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #623 holding.
Strategic Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 13 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.