American Investment Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

American Investment Services’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	$2.05M	Buy	5,955 +43	+0.7%	+$14.3K	0.43%	50
2026 Q1	$1.77M	Buy	5,912 +88	+2%	+$27.5K	0.39%	54
2025 Q4	$1.83M	Sell	5,824 -598	-9%	-$187K	0.43%	50
2025 Q3	$1.98M	Buy	6,422 +366	+6%	+$108K	0.48%	47
2025 Q2	$1.73M	Sell	6,056 -13,188	-69%	-$3.47M	0.44%	52
2025 Q1	$4.95M	Sell	19,244 -254	-1%	-$68.8K	0.87%	33
2024 Q4	$5.26M	Buy	19,498 +331	+2%	+$89.7K	0.93%	32
2024 Q3	$5.05M	Buy	19,167 +647	+3%	+$164K	0.84%	32
2024 Q2	$4.62M	Buy	18,520 +12	+0.1%	+$2.88K	0.82%	33
2024 Q1	$4.44M	Buy	18,508 +40	+0.2%	+$9.15K	0.79%	34
2023 Q4	$4.03M	Buy	18,468 +3,026	+20%	+$619K	0.76%	35
2023 Q3	$3.02M	Sell	15,442 -68	-0.4%	-$13.8K	0.65%	39
2023 Q2	$3.14M	Buy	15,510 +465	+3%	+$89.1K	0.64%	41
2023 Q1	$2.62M	Hold	15,045	–	–	0.54%	44
2022 Q4	$2.62M	Buy	15,045 +55	+0.4%	+$9.65K	0.54%	44
2022 Q3	$2.45M	Buy	14,990 +51	+0.3%	+$9.27K	0.58%	38
2022 Q2	$2.58M	Sell	14,939 -138	-0.9%	-$25.9K	0.59%	35
2022 Q1	$3.14M	Buy	15,077 +35	+0.2%	+$7.19K	0.69%	32
2021 Q4	$3.33M	Buy	15,042 +70	+0.5%	+$15K	0.73%	33
2021 Q3	$3.01M	Buy	14,972 +10	+0.1%	+$2.07K	0.68%	35
2021 Q2	$3M	Sell	14,962 -454	-3%	-$88.6K	0.69%	34
2021 Q1	$2.86M	Buy	15,416 +77	+0.5%	+$14K	0.77%	30
2020 Q4	$2.7M	Buy	15,339 +29	+0.2%	+$4.82K	0.82%	26
2020 Q3	$2.4M	Hold	15,310	–	–	0.8%	24
2020 Q2	$2.19M	Buy	15,310 +294	+2%	+$39.8K	0.77%	23
2020 Q1	$1.78M	Buy	15,016 +13,521	+904%	+$1.9M	0.68%	27
2019 Q4	$221K	Hold	1,495	–	–	0.07%	136
2019 Q3	$204K	Buy	+1,495	New	+$203K	0.06%	133

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

American Investment Services's VV Position: Q2 2026 in Review

American Investment Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.73% in Q2 2026, buying an estimated $14.3K and bringing the position to 5,955 shares worth $2.05M. The position accounts for 0.43% of the portfolio, ranked #50.

American Investment Services first reported a position in VV in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.26M in Q4 2024. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

American Investment Services held 5,955 shares of Vanguard Morningstar Large-Cap ETF worth $2.05M as of Q2 2026.
American Investment Services bought 43 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $14.3K.
Vanguard Morningstar Large-Cap ETF made up 0.43% of American Investment Services's portfolio in Q2 2026, its #50 holding.
American Investment Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2019 and has held it in 28 quarters since.
American Investment Services's Vanguard Morningstar Large-Cap ETF position peaked at $5.26M in Q4 2024.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.