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

AlphaCore Capital’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	$152M	Buy	440,832 +27,526	+7%	+$9.18M	2.79%	1
2026 Q1	$124M	Buy	413,306 +163,418	+65%	+$51.1M	2.93%	2
2025 Q4	$78.7M	Buy	249,888 +196,140	+365%	+$61.2M	1.76%	8
2025 Q3	$16.6M	Buy	53,748 +7,799	+17%	+$2.31M	0.56%	42
2025 Q2	$13.1M	Sell	45,949 -14,943	-25%	-$3.94M	0.5%	47
2025 Q1	$15.7M	Buy	+60,892	New	+$16.5M	1.33%	12
2020 Q2	–	Sell	-21	Closed	-$2K	–	301
2020 Q1	$2K	Buy	+21	New	+$2.95K	﹤0.01%	308

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AlphaCore Capital's VV Position: Q2 2026 in Review

AlphaCore Capital increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.7% in Q2 2026, buying an estimated $9.18M and bringing the position to 440,832 shares worth $152M. The position accounts for 2.79% of the portfolio, ranked #1.

AlphaCore Capital first reported a position in VV in Q1 2020 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

AlphaCore Capital held 440,832 shares of Vanguard Morningstar Large-Cap ETF worth $152M as of Q2 2026.
AlphaCore Capital bought 27,526 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $9.18M.
Vanguard Morningstar Large-Cap ETF made up 2.79% of AlphaCore Capital's portfolio in Q2 2026, its #1 holding.
AlphaCore Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.