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Accredited Investors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Accredited Investors’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 		$227K Buy
+659
New +$220K 0.01% 279
2026
Q1 		– Sell
-774
Closed -$244K – 311
2025
Q4 		$244K Sell
774
-76
-9% -$23.7K 0.01% 247
2025
Q3 		$262K Hold
850
– – 0.01% 221
2025
Q2 		$243K Sell
850
-15
-2% -$3.95K 0.01% 216
2025
Q1 		$222K Sell
865
-395
-31% -$107K 0.01% 219
2024
Q4 		$340K Hold
1,260
– – 0.02% 170
2024
Q3 		$332K Buy
1,260
+15
+1% +$3.81K 0.02% 167
2024
Q2 		$311K Buy
1,245
+45
+4% +$10.8K 0.02% 158
2024
Q1 		$288K Sell
1,200
-600
-33% -$137K 0.02% 168
2023
Q4 		$393K Sell
1,800
-278
-13% -$56.8K 0.03% 135
2023
Q3 		$407K Buy
2,078
+278
+15% +$56.6K 0.03% 126
2023
Q2 		$365K Hold
1,800
– – 0.03% 127
2023
Q1 		$336K Buy
+1,800
New +$328K 0.03% 135
2015
Q4 		– Sell
-2,908
Closed -$257K – 94
2015
Q3 		$257K Hold
2,908
– – 0.07% 71
2015
Q2 		$276K Hold
2,908
– – 0.07% 60
2015
Q1 		$277K Hold
2,908
– – 0.07% 58
2014
Q4 		$275K Hold
2,908
– – 0.08% 59
2014
Q3 		$264K Buy
+2,908
New +$264K 0.08% 61

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Accredited Investors's VV Position: Q2 2026 in Review

Accredited Investors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 659 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: Accredited Investors previously reported a position in VV as recently as Q4 2025.

Accredited Investors first reported a position in VV in Q3 2014 and has held it in 18 quarters since. The position peaked at $407K in Q3 2023. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Accredited Investors held 659 shares of Vanguard Morningstar Large-Cap ETF worth $227K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Accredited Investors position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #279 holding.
  • Accredited Investors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2014 and has held it in 18 quarters since.
  • Accredited Investors's Vanguard Morningstar Large-Cap ETF position peaked at $407K in Q3 2023.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.