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

SWP 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
Q2 		$4.17M Sell
12,132
-600
-5% -$200K 1.93% 13
2026
Q1 		$3.8M Sell
12,732
-1,090
-8% -$341K 1.94% 14
2025
Q4 		$4.35M Sell
13,822
-115
-0.8% -$35.9K 2.18% 13
2025
Q3 		$4.29M Sell
13,937
-4
-0% -$1.18K 2.18% 14
2025
Q2 		$3.98M Sell
13,941
-1
-0% -$263 2.19% 13
2025
Q1 		$3.58M Sell
13,942
-187
-1% -$50.7K 2.19% 12
2024
Q4 		$3.81M Sell
14,129
-202
-1% -$54.7K 2.3% 10
2024
Q3 		$3.77M Sell
14,331
-194
-1% -$49.2K 2.3% 14
2024
Q2 		$3.63M Buy
14,525
+793
+6% +$190K 2.4% 13
2024
Q1 		$3.29M Buy
13,732
+1,392
+11% +$318K 2.31% 15
2023
Q4 		$2.69M Buy
+12,340
New +$2.52M 2.09% 16

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

SWP Financial's VV Position: Q2 2026 in Review

SWP Financial reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.7% in Q2 2026, selling an estimated $200K and leaving 12,132 shares worth $4.17M. The position accounts for 1.93% of the portfolio, ranked #13.

SWP Financial first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.35M in Q4 2025. 741 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • SWP Financial held 12,132 shares of Vanguard Morningstar Large-Cap ETF worth $4.17M as of Q2 2026.
  • SWP Financial sold 600 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $200K.
  • Vanguard Morningstar Large-Cap ETF made up 1.93% of SWP Financial's portfolio in Q2 2026, its #13 holding.
  • SWP Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's Vanguard Morningstar Large-Cap ETF position peaked at $4.35M in Q4 2025.
  • 741 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.