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

Triune Financial 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	$262K	Buy	761 +2	+0.3%	+$667	0.05%	40
2026 Q1	$227K	Buy	759 +2	+0.3%	+$626	0.05%	41
2025 Q4	$241K	Buy	757 +4	+0.5%	+$1.25K	0.06%	41
2025 Q3	$232K	Buy	753 +2	+0.3%	+$592	0.06%	40
2025 Q2	$214K	Sell	751 -373	-33%	-$98.3K	0.06%	37
2025 Q1	$289K	Buy	1,124 +376	+50%	+$102K	0.09%	26
2024 Q4	$202K	Buy	+748	New	+$203K	0.06%	34

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

Triune Financial Partners's VV Position: Q2 2026 in Review

Triune Financial Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.26% in Q2 2026, buying an estimated $667 and bringing the position to 761 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #40.

Triune Financial Partners first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q1 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Triune Financial Partners held 761 shares of Vanguard Morningstar Large-Cap ETF worth $262K as of Q2 2026.
Triune Financial Partners bought 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Triune Financial Partners's portfolio in Q2 2026, its #40 holding.
Triune Financial Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Triune Financial Partners's Vanguard Morningstar Large-Cap ETF position peaked at $289K in Q1 2025.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.