VVP
VV icon

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
Q3 		$13.7M Buy
38,974
+34
+0.1% +$11.9K 0.36% 73
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Venture Visionary Partners's VV Position: Q3 2026 in Review

Venture Visionary Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.09% in Q3 2026, buying an estimated $11.9K and bringing the position to 38,974 shares worth $13.7M. The position accounts for 0.36% of the portfolio, ranked #73.

Venture Visionary Partners first reported a position in VV in Q4 2019 and has held it in 28 quarters since. The position peaked at $25.2M in Q4 2021. 61 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Venture Visionary Partners held 38,974 shares of Vanguard Morningstar Large-Cap ETF worth $13.7M as of Q3 2026.
  • Venture Visionary Partners bought 34 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $11.9K.
  • Vanguard Morningstar Large-Cap ETF made up 0.36% of Venture Visionary Partners's portfolio in Q3 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 28 quarters since.
  • Venture Visionary Partners's Vanguard Morningstar Large-Cap ETF position peaked at $25.2M in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.