Atmos Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Atmos Advisory’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	$22.3M	Buy	64,964 +685	+1%	+$229K	11.68%	4
2026 Q1	$19.2M	Sell	64,279 -12	-0%	-$3.75K	10.91%	4
2025 Q4	$20.2M	Buy	64,291 +3,118	+5%	+$974K	11.73%	4
2025 Q3	$18.8M	Sell	61,173 -237	-0.4%	-$70.2K	11.48%	4
2025 Q2	$17.5M	Buy	61,410 +927	+2%	+$244K	11.17%	4
2025 Q1	$15.5M	Sell	60,483 -332	-0.5%	-$89.9K	10.43%	4
2024 Q4	$16.4M	Buy	60,815 +1,394	+2%	+$378K	11.39%	2
2024 Q3	$15.6M	Buy	59,421 +2,250	+4%	+$571K	11.12%	4
2024 Q2	$14.3M	Buy	57,171 +1,829	+3%	+$439K	11.16%	4
2024 Q1	$13.3M	Sell	55,342 -9,387	-15%	-$2.15M	10.63%	4
2023 Q4	$14.1M	Sell	64,729 -1,158	-2%	-$237K	11.32%	3
2023 Q3	$12.9M	Buy	65,887 +1,456	+2%	+$297K	11.02%	4
2023 Q2	$13.1M	Buy	64,431 +50	+0.1%	+$9.58K	11.02%	4
2023 Q1	$12M	Buy	64,381 +1,322	+2%	+$241K	10.38%	4
2022 Q4	$11M	Buy	63,059 +3,842	+6%	+$674K	9.82%	4
2022 Q3	$9.69M	Buy	59,217 +1,120	+2%	+$204K	9.2%	4
2022 Q2	$10M	Buy	58,097 +2,090	+4%	+$392K	9.09%	4
2022 Q1	$11.7M	Buy	56,007 +521	+0.9%	+$107K	9.69%	4
2021 Q4	$12.3M	Buy	+55,486	New	+$11.9M	10.25%	4

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

Atmos Advisory's VV Position: Q2 2026 in Review

Atmos Advisory increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.1% in Q2 2026, buying an estimated $229K and bringing the position to 64,964 shares worth $22.3M. The position accounts for 11.68% of the portfolio, ranked #4.

Atmos Advisory first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Atmos Advisory held 64,964 shares of Vanguard Morningstar Large-Cap ETF worth $22.3M as of Q2 2026.
Atmos Advisory bought 685 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $229K.
Vanguard Morningstar Large-Cap ETF made up 11.68% of Atmos Advisory's portfolio in Q2 2026, its #4 holding.
Atmos Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Atmos Advisory's 13F filing for Q2 2026, filed 2 Jul 2026.