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Position history for FWFocus Partners Wealth's holdings in Vanguard Morningstar Large-Cap ETF

Yes. Focus Partners Wealth holds 522,651 shares of VV (Vanguard Morningstar Large-Cap ETF), worth $179.7M, as of its Q2 2026 13F filing. It reduced the position by 10,163 shares (-1.9%) from Q1 2026. Focus Partners Wealth has held VV in every 13F on record since Q4 2023, 11 quarterly filings. VV is 0.2% of Focus Partners Wealth's reported 13F portfolio.

Current Value

$179.7M

Current Shares

522,651

Total Value Change

+$72.3M

Total Shares Change

+114,617

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
522,651
-1.9%
$179.7M0.2%$343.04
0
2026-Q1
Increased
532,814
+2.1%
$160M0.2%$297.24
37
2025-Q4
Increased
521,864
+0.6%
$164.2M0.2%$312.19
36
2025-Q3
Increased
518,938
+1.6%
$159.8M0.3%$304.48
37
2025-Q2
Increased
511,017
+26.1%
$145.8M0.3%$281.41
45
2025-Q1
Increased
405,225
+0.1%
$104.2M0.3%$252.77
36
2024-Q4
Decreased
404,971
-0.8%
$109.2M0.3%$264.33
0
2024-Q3
Decreased
408,034
-46.3%
$107.4M0.3%$257.25
0

Other major holders of VV: JONES FINANCIAL COMPANIES LLLP

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