Ascent Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Ascent Group’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	$400K	Sell	1,163 -72	-6%	-$24K	0.01%	589
2026 Q1	$369K	Sell	1,235 -71	-5%	-$22.2K	0.01%	571
2025 Q4	$411K	Sell	1,306 -1	-0.1%	-$312	0.01%	537
2025 Q3	$402K	Sell	1,307 -71	-5%	-$21K	0.01%	541
2025 Q2	$393K	Sell	1,378 -190	-12%	-$50.1K	0.02%	523
2025 Q1	$403K	Buy	+1,568	New	+$425K	0.02%	501

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

Ascent Group's VV Position: Q2 2026 in Review

Ascent Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.8% in Q2 2026, selling an estimated $24K and leaving 1,163 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #589.

Ascent Group first reported a position in VV in Q1 2025 and has held it in 6 quarters since. The position peaked at $411K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Ascent Group held 1,163 shares of Vanguard Morningstar Large-Cap ETF worth $400K as of Q2 2026.
Ascent Group sold 72 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $24K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Ascent Group's portfolio in Q2 2026, its #589 holding.
Ascent Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Ascent Group's Vanguard Morningstar Large-Cap ETF position peaked at $411K in Q4 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.