Alley Investment Management Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Alley Investment Management Company’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	$3.22M	Sell	9,360 -179	-2%	-$59.7K	0.38%	58
2026 Q1	$2.85M	Sell	9,539 -190	-2%	-$59.4K	0.35%	59
2025 Q4	$3.06M	Hold	9,729	–	–	0.36%	59
2025 Q3	$3M	Hold	9,729	–	–	0.35%	58
2025 Q2	$2.78M	Hold	9,729	–	–	0.34%	58
2025 Q1	$2.5M	Sell	9,729 -180	-2%	-$48.8K	0.31%	58
2024 Q4	$2.67M	Hold	9,909	–	–	0.34%	60
2024 Q3	$2.61M	Hold	9,909	–	–	0.33%	60
2024 Q2	$2.47M	Hold	9,909	–	–	0.34%	59
2024 Q1	$2.38M	Hold	9,909	–	–	0.33%	58
2023 Q4	$2.16M	Hold	9,909	–	–	0.32%	58
2023 Q3	$1.94M	Sell	9,909 -100	-1%	-$20.4K	0.33%	58
2023 Q2	$2.03M	Hold	10,009	–	–	0.33%	58
2023 Q1	$1.87M	Hold	10,009	–	–	0.31%	60
2022 Q4	$1.74M	Hold	10,009	–	–	0.3%	59
2022 Q3	$1.64M	Sell	10,009 -110	-1%	-$20K	0.33%	57
2022 Q2	$1.74M	Hold	10,119	–	–	0.33%	56
2022 Q1	$2.11M	Buy	+10,119	New	+$2.08M	0.35%	55

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Alley Investment Management Company's VV Position: Q2 2026 in Review

Alley Investment Management Company reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.9% in Q2 2026, selling an estimated $59.7K and leaving 9,360 shares worth $3.22M. The position accounts for 0.38% of the portfolio, ranked #58.

Alley Investment Management Company first reported a position in VV in Q1 2022 and has held it in 18 quarters since. 1,078 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Alley Investment Management Company held 9,360 shares of Vanguard Morningstar Large-Cap ETF worth $3.22M as of Q2 2026.
Alley Investment Management Company sold 179 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $59.7K.
Vanguard Morningstar Large-Cap ETF made up 0.38% of Alley Investment Management Company's portfolio in Q2 2026, its #58 holding.
Alley Investment Management Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,078 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.