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

Verus Capital 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 		$484K Sell
1,408
-163
-10% -$54.4K 0.03% 304
2026
Q1 		$470K Sell
1,571
-4
-0.3% -$1.25K 0.03% 275
2025
Q4 		$496K Sell
1,575
-73
-4% -$22.8K 0.03% 271
2025
Q3 		$507K Buy
1,648
+4
+0.2% +$1.18K 0.04% 234
2025
Q2 		$469K Sell
1,644
-62
-4% -$16.3K 0.04% 222
2025
Q1 		$439K Sell
1,706
-41
-2% -$11.1K 0.04% 225
2024
Q4 		$471K Buy
1,747
+32
+2% +$8.67K 0.04% 208
2024
Q3 		$451K Sell
1,715
-687
-29% -$174K 0.04% 211
2024
Q2 		$600K Hold
2,402
– – 0.06% 171
2024
Q1 		$576K Sell
2,402
-502
-17% -$115K 0.06% 179
2023
Q4 		$634K Sell
2,904
-1,767
-38% -$361K 0.08% 144
2023
Q3 		$914K Buy
4,671
+85
+2% +$17.3K 0.13% 105
2023
Q2 		$930K Sell
4,586
-117
-2% -$22.4K 0.13% 105
2023
Q1 		$878K Sell
4,703
-310
-6% -$56.4K 0.14% 101
2022
Q4 		$873K Sell
5,013
-163
-3% -$28.6K 0.16% 94
2022
Q3 		$847K Sell
5,176
-500
-9% -$90.9K 0.16% 96
2022
Q2 		$982K Sell
5,676
-79
-1% -$14.8K 0.19% 94
2022
Q1 		$1.1M Buy
+5,755
New +$1.18M 0.17% 96
2020
Q1 		$730K Buy
6,165
+3,476
+129% +$488K 0.23% 62
2019
Q4 		$398K Buy
+2,689
New +$380K 0.13% 128

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

Verus Capital Partners's VV Position: Q2 2026 in Review

Verus Capital Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 10% in Q2 2026, selling an estimated $54.4K and leaving 1,408 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #304.

Verus Capital Partners first reported a position in VV in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.1M in Q1 2022. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Verus Capital Partners held 1,408 shares of Vanguard Morningstar Large-Cap ETF worth $484K as of Q2 2026.
  • Verus Capital Partners sold 163 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $54.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Verus Capital Partners's portfolio in Q2 2026, its #304 holding.
  • Verus Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 20 quarters since.
  • Verus Capital Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.1M in Q1 2022.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.