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

Atomi Financial 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	$6.27M	Sell	18,224 -64	-0.3%	-$21.4K	0.16%	117
2026 Q1	$5.47M	Sell	18,288 -212	-1%	-$66.3K	0.17%	112
2025 Q4	$5.82M	Buy	18,500 +292	+2%	+$91.2K	0.17%	100
2025 Q3	$5.61M	Buy	18,208 +44	+0.2%	+$13K	0.18%	99
2025 Q2	$5.18M	Sell	18,164 -3,406	-16%	-$897K	0.2%	90
2025 Q1	$5.54M	Sell	21,570 -2,652	-11%	-$718K	0.25%	80
2024 Q4	$6.53M	Buy	24,222 +21,405	+760%	+$5.8M	0.33%	59
2024 Q3	$742K	Buy	2,817 +8	+0.3%	+$2.03K	0.05%	317
2024 Q2	$701K	Hold	2,809	–	–	0.05%	287
2024 Q1	$673K	Buy	2,809 +78	+3%	+$17.8K	0.06%	256
2023 Q4	$596K	Buy	2,731 +388	+17%	+$79.3K	0.08%	227
2023 Q3	$459K	Buy	+2,343	New	+$477K	0.15%	169

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

Atomi Financial Group's VV Position: Q2 2026 in Review

Atomi Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.35% in Q2 2026, selling an estimated $21.4K and leaving 18,224 shares worth $6.27M. The position accounts for 0.16% of the portfolio, ranked #117.

Atomi Financial Group first reported a position in VV in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.53M in Q4 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Atomi Financial Group held 18,224 shares of Vanguard Morningstar Large-Cap ETF worth $6.27M as of Q2 2026.
Atomi Financial Group sold 64 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $21.4K.
Vanguard Morningstar Large-Cap ETF made up 0.16% of Atomi Financial Group's portfolio in Q2 2026, its #117 holding.
Atomi Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Atomi Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $6.53M in Q4 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.