Z3 Capital Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Z3 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	$258K	Hold	751	–	–	0.05%	162
2026 Q1	$224K	Hold	751	–	–	0.06%	168
2025 Q4	$236K	Buy	+751	New	+$235K	0.06%	167

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Z3 Capital Partners's VV Position: Q2 2026 in Review

Z3 Capital Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 751 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #162.

Z3 Capital Partners first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,332 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Z3 Capital Partners held 751 shares of Vanguard Morningstar Large-Cap ETF worth $258K as of Q2 2026.
Z3 Capital Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Z3 Capital Partners's portfolio in Q2 2026, its #162 holding.
Z3 Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.