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

Wealthspan 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	$318K	Buy	926 +10	+1%	+$3.34K	0.1%	105
2026 Q1	$274K	Hold	916	–	–	0.1%	106
2025 Q4	$288K	Buy	916 +13	+1%	+$4.06K	0.1%	104
2025 Q3	$278K	Hold	903	–	–	0.11%	105
2025 Q2	$258K	Hold	903	–	–	0.11%	101
2025 Q1	$232K	Hold	903	–	–	0.11%	100
2024 Q4	$244K	Hold	903	–	–	0.12%	96
2024 Q3	$238K	Hold	903	–	–	0.12%	98
2024 Q2	$225K	Hold	903	–	–	0.12%	94
2024 Q1	$217K	Buy	+903	New	+$207K	0.13%	92

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

Wealthspan Partners's VV Position: Q2 2026 in Review

Wealthspan Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.1% in Q2 2026, buying an estimated $3.34K and bringing the position to 926 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #105.

Wealthspan Partners first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wealthspan Partners held 926 shares of Vanguard Morningstar Large-Cap ETF worth $318K as of Q2 2026.
Wealthspan Partners bought 10 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.34K.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Wealthspan Partners's portfolio in Q2 2026, its #105 holding.
Wealthspan Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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