Western Financial Corp’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Western Financial Corp’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	$738K	Hold	2,146	–	–	0.22%	80
2026 Q1	$641K	Hold	2,146	–	–	0.25%	80
2025 Q4	$676K	Sell	2,146 -428	-17%	-$134K	0.27%	80
2025 Q3	$792K	Sell	2,574 -49	-2%	-$14.5K	0.34%	72
2025 Q2	$748K	Buy	+2,623	New	+$691K	0.4%	72
2023 Q1	–	Sell	-1,658	Closed	-$289K	–	124
2022 Q4	$289K	Buy	+1,658	New	+$291K	0.19%	93

Other funds holding VV

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Western Financial Corp's VV Position: Q2 2026 in Review

Western Financial Corp held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,146 shares worth $738K. The position accounts for 0.22% of the portfolio, ranked #80.

Western Financial Corp first reported a position in VV in Q4 2022 and has held it in 6 quarters since. The position peaked at $792K in Q3 2025. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Western Financial Corp held 2,146 shares of Vanguard Morningstar Large-Cap ETF worth $738K as of Q2 2026.
Western Financial Corp left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.22% of Western Financial Corp's portfolio in Q2 2026, its #80 holding.
Western Financial Corp first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 6 quarters since.
Western Financial Corp's Vanguard Morningstar Large-Cap ETF position peaked at $792K in Q3 2025.
695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.