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

Verum 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	$277K	Hold	805	–	–	0.04%	166
2026 Q1	$241K	Hold	805	–	–	0.05%	160
2025 Q4	$253K	Hold	805	–	–	0.05%	149
2025 Q3	$248K	Sell	805 -85	-10%	-$25.2K	0.05%	148
2025 Q2	$254K	Hold	890	–	–	0.06%	145
2025 Q1	$229K	Sell	890 -219	-20%	-$59.3K	0.06%	141
2024 Q4	$299K	Sell	1,109 -96	-8%	-$26K	0.09%	122
2024 Q3	$317K	Hold	1,205	–	–	0.09%	119
2024 Q2	$301K	Hold	1,205	–	–	0.1%	113
2024 Q1	$289K	Buy	1,205 +219	+22%	+$50.1K	0.1%	120
2023 Q4	$215K	Sell	986 -439	-31%	-$89.7K	0.09%	133
2023 Q3	$279K	Buy	+1,425	New	+$290K	0.12%	107

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

Verum Partners's VV Position: Q2 2026 in Review

Verum Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 805 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #166.

Verum Partners first reported a position in VV in Q3 2023 and has held it in 12 quarters since. The position peaked at $317K in Q3 2024. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Verum Partners held 805 shares of Vanguard Morningstar Large-Cap ETF worth $277K as of Q2 2026.
Verum Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Verum Partners's portfolio in Q2 2026, its #166 holding.
Verum Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Verum Partners's Vanguard Morningstar Large-Cap ETF position peaked at $317K in Q3 2024.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.