Atlantic Union Bankshares’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Atlantic Union Bankshares’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	$803K	Buy	2,336 +122	+6%	+$40.7K	0.01%	400
2026 Q1	$662K	Buy	2,214 +4	+0.2%	+$1.25K	0.01%	428
2025 Q4	$696K	Buy	2,210 +7	+0.3%	+$2.19K	0.01%	429
2025 Q3	$678K	Sell	2,203 -888	-29%	-$263K	0.01%	437
2025 Q2	$882K	Buy	3,091 +2,199	+247%	+$579K	0.02%	332
2025 Q1	$229K	Hold	892	–	–	0.01%	285
2024 Q4	$241K	Hold	892	–	–	0.01%	289
2024 Q3	$235K	Hold	892	–	–	0.01%	298
2024 Q2	$223K	Hold	892	–	–	0.01%	298
2024 Q1	$214K	Sell	892 -50	-5%	-$11.4K	0.02%	272
2023 Q4	$205K	Buy	+942	New	+$193K	0.02%	272
2022 Q1	–	Sell	-942	Closed	-$208K	–	264
2021 Q4	$208K	Buy	+942	New	+$202K	0.02%	258

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

Atlantic Union Bankshares's VV Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.5% in Q2 2026, buying an estimated $40.7K and bringing the position to 2,336 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #400.

Atlantic Union Bankshares first reported a position in VV in Q4 2021 and has held it in 12 quarters since. The position peaked at $882K in Q2 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Atlantic Union Bankshares held 2,336 shares of Vanguard Morningstar Large-Cap ETF worth $803K as of Q2 2026.
Atlantic Union Bankshares bought 122 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $40.7K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #400 holding.
Atlantic Union Bankshares first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Atlantic Union Bankshares's Vanguard Morningstar Large-Cap ETF position peaked at $882K in Q2 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.