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ARK & TLK Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

ARK & TLK Investments’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 		$3.87M Sell
11,267
-142
-1% -$47.4K 0.95% 18
2026
Q1 		$3.41M Sell
11,409
-48
-0.4% -$15K 0.92% 18
2025
Q4 		$3.61M Sell
11,457
-252
-2% -$78.7K 0.99% 19
2025
Q3 		$3.6M Hold
11,709
– – 1.14% 16
2025
Q2 		$3.34M Sell
11,709
-72
-0.6% -$19K 1.07% 17
2025
Q1 		$3.03M Hold
11,781
– – 1.07% 16
2024
Q4 		$3.18M Sell
11,781
-47
-0.4% -$12.7K 1.1% 16
2024
Q3 		$3.11M Sell
11,828
-36
-0.3% -$9.13K 1.11% 16
2024
Q2 		$2.96M Sell
11,864
-42
-0.4% -$10.1K 1.11% 16
2024
Q1 		$2.85M Sell
11,906
-196
-2% -$44.8K 1.11% 16
2023
Q4 		$2.64M Buy
+12,102
New +$2.47M 1.06% 17

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

ARK & TLK Investments's VV Position: Q2 2026 in Review

ARK & TLK Investments reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.2% in Q2 2026, selling an estimated $47.4K and leaving 11,267 shares worth $3.87M. The position accounts for 0.95% of the portfolio, ranked #18.

ARK & TLK Investments first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,373 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • ARK & TLK Investments held 11,267 shares of Vanguard Morningstar Large-Cap ETF worth $3.87M as of Q2 2026.
  • ARK & TLK Investments sold 142 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $47.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.95% of ARK & TLK Investments's portfolio in Q2 2026, its #18 holding.
  • ARK & TLK Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.