WF
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Warner Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Warner Financial’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 		$201K Buy
+583
New +$194K 0.06% 145

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Warner Financial's VV Position: Q2 2026 in Review

Warner Financial opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 583 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #145 among its holdings.

719 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Warner Financial held 583 shares of Vanguard Morningstar Large-Cap ETF worth $201K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Warner Financial position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of Warner Financial's portfolio in Q2 2026, its #145 holding.
  • 719 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.