Venture Visionary Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Venture Visionary 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	$13.4M	Buy	38,940 +296	+0.8%	+$98.7K	0.37%	73
2026 Q1	$11.5M	Sell	38,644 -275	-0.7%	-$86K	0.38%	71
2025 Q4	$12.3M	Sell	38,919 -120	-0.3%	-$37.5K	0.4%	68
2025 Q3	$12M	Buy	39,039 +9	+0%	+$2.67K	0.41%	63
2025 Q2	$11.1M	Buy	39,030 +14	+0%	+$3.69K	0.42%	59
2025 Q1	$10M	Sell	39,016 -32	-0.1%	-$8.67K	0.42%	61
2024 Q4	$10.5M	Buy	39,048 +270	+0.7%	+$73.2K	0.45%	58
2024 Q3	$10.2M	Buy	38,778 +6	+0%	+$1.52K	0.44%	63
2024 Q2	$9.68M	Sell	38,772 -237	-0.6%	-$56.9K	0.45%	57
2024 Q1	$9.35M	Sell	39,009 -950	-2%	-$217K	0.44%	57
2023 Q4	$8.72M	Sell	39,959 -2,953	-7%	-$604K	0.46%	56
2023 Q3	$8.4M	Sell	42,912 -25	-0.1%	-$5.09K	0.51%	52
2023 Q2	$8.7M	Sell	42,937 -370	-0.9%	-$70.9K	0.51%	50
2023 Q1	$8.09M	Sell	43,307 -1,039	-2%	-$189K	0.51%	49
2022 Q4	$7.73M	Sell	44,346 -2,207	-5%	-$387K	0.56%	41
2022 Q3	$7.61M	Sell	46,553 -367	-0.8%	-$66.7K	0.62%	39
2022 Q2	$8.09M	Sell	46,920 -245	-0.5%	-$46K	0.62%	40
2022 Q1	$9.83M	Sell	47,165 -66,616	-59%	-$13.7M	0.66%	42
2021 Q4	$25.2M	Sell	113,781 -735	-0.6%	-$158K	1.63%	9
2021 Q3	$23M	Buy	114,516 +14,900	+15%	+$3.08M	1.64%	10
2021 Q2	$20M	Sell	99,616 -9,471	-9%	-$1.85M	1.61%	10
2021 Q1	$20.2M	Sell	109,087 -28,076	-20%	-$5.09M	1.69%	12
2020 Q4	$24.1M	Buy	137,163 +7,450	+6%	+$1.24M	2.65%	6
2020 Q3	$20.6M	Buy	129,713 +14,594	+13%	+$2.25M	5.02%	3
2020 Q2	$16.5M	Buy	115,119 +8,179	+8%	+$1.11M	4.79%	4
2020 Q1	$12.7M	Buy	106,940 +18,523	+21%	+$2.6M	4.77%	4
2019 Q4	$13.1M	Buy	+88,417	New	+$12.5M	3.97%	6

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

Venture Visionary Partners's VV Position: Q2 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.77% in Q2 2026, buying an estimated $98.7K and bringing the position to 38,940 shares worth $13.4M. The position accounts for 0.37% of the portfolio, ranked #73.

Venture Visionary Partners first reported a position in VV in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.2M in Q4 2021. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Venture Visionary Partners held 38,940 shares of Vanguard Morningstar Large-Cap ETF worth $13.4M as of Q2 2026.
Venture Visionary Partners bought 296 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $98.7K.
Vanguard Morningstar Large-Cap ETF made up 0.37% of Venture Visionary Partners's portfolio in Q2 2026, its #73 holding.
Venture Visionary Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Venture Visionary Partners's Vanguard Morningstar Large-Cap ETF position peaked at $25.2M in Q4 2021.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.