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

Atalanta Sosnoff 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	$286K	Sell	832 -1,196	-59%	-$399K	0.01%	103
2026 Q1	$606K	Sell	2,028 -1,974	-49%	-$618K	0.01%	74
2025 Q4	$1.26M	Buy	4,002 +1,855	+86%	+$579K	0.02%	61
2025 Q3	$661K	Buy	2,147 +89	+4%	+$26.4K	0.01%	75
2025 Q2	$587K	Buy	2,058 +594	+41%	+$157K	0.01%	69
2025 Q1	$376K	Sell	1,464 -497	-25%	-$135K	0.01%	83
2024 Q4	$529K	Buy	1,961 +1,201	+158%	+$325K	0.01%	68
2024 Q3	$200K	Buy	+760	New	+$193K	﹤0.01%	105
2024 Q1	–	Sell	-1,071	Closed	-$234K	–	115
2023 Q4	$234K	Sell	1,071 -205	-16%	-$41.9K	0.01%	92
2023 Q3	$250K	Buy	1,276 +87	+7%	+$17.7K	0.01%	89
2023 Q2	$241K	Sell	1,189 -158	-12%	-$30.3K	0.01%	95
2023 Q1	$252K	Buy	+1,347	New	+$245K	0.01%	102
2022 Q1	–	Sell	-2,098	Closed	-$464K	–	128
2021 Q4	$464K	Buy	+2,098	New	+$450K	0.01%	90
2020 Q2	–	Sell	-1,751	Closed	-$207K	–	113
2020 Q1	$207K	Buy	+1,751	New	+$246K	0.01%	90

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

Atalanta Sosnoff Capital's VV Position: Q2 2026 in Review

Atalanta Sosnoff Capital reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 59% in Q2 2026, selling an estimated $399K and leaving 832 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #103.

Atalanta Sosnoff Capital first reported a position in VV in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.26M in Q4 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Atalanta Sosnoff Capital held 832 shares of Vanguard Morningstar Large-Cap ETF worth $286K as of Q2 2026.
Atalanta Sosnoff Capital sold 1,196 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $399K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #103 holding.
Atalanta Sosnoff Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 14 quarters since.
Atalanta Sosnoff Capital's Vanguard Morningstar Large-Cap ETF position peaked at $1.26M in Q4 2025.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Atalanta Sosnoff Capital's 13F filing for Q2 2026, filed 12 Aug 2026.