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

Triad 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 		$1.24M Buy
3,559
+1,445
+68% +$482K 0.07% 177
2026
Q1 		$632K Buy
+2,114
New +$661K 0.05% 235

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Triad Wealth Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 68% in Q2 2026, buying an estimated $482K and bringing the position to 3,559 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #177.

Triad Wealth Partners first reported a position in VV in Q1 2026 and has held it in 2 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Triad Wealth Partners held 3,559 shares of Vanguard Morningstar Large-Cap ETF worth $1.24M as of Q2 2026.
  • Triad Wealth Partners bought 1,445 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $482K.
  • Vanguard Morningstar Large-Cap ETF made up 0.07% of Triad Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • Triad Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.