Caitlin John’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Caitlin John’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	$2.66M	Sell	7,725 -2,611	-25%	-$871K	1.45%	10
2026 Q1	$3.09M	Sell	10,336 -437	-4%	-$137K	1.85%	9
2025 Q4	$3.39M	Sell	10,773 -1,729	-14%	-$540K	2.22%	7
2025 Q3	$3.85M	Sell	12,502 -121	-1%	-$35.8K	2.68%	3
2025 Q2	$3.6M	Sell	12,623 -1,894	-13%	-$499K	3.28%	3
2025 Q1	$3.73M	Sell	14,517 -5,544	-28%	-$1.5M	3.66%	6
2024 Q4	$5.41M	Sell	20,061 -1,010	-5%	-$274K	3.58%	1
2024 Q3	$5.79M	Buy	21,071 +912	+5%	+$231K	3.62%	1
2024 Q2	$5.03M	Buy	20,159 +1,810	+10%	+$435K	3.62%	3
2024 Q1	$4.4M	Buy	18,349 +2,747	+18%	+$629K	3.28%	3
2023 Q4	$3.4M	Buy	+15,602	New	+$3.19M	2.78%	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

Caitlin John's VV Position: Q2 2026 in Review

Caitlin John reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 25% in Q2 2026, selling an estimated $871K and leaving 7,725 shares worth $2.66M. The position accounts for 1.45% of the portfolio, ranked #10.

Caitlin John first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.79M in Q3 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Caitlin John held 7,725 shares of Vanguard Morningstar Large-Cap ETF worth $2.66M as of Q2 2026.
Caitlin John sold 2,611 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $871K.
Vanguard Morningstar Large-Cap ETF made up 1.45% of Caitlin John's portfolio in Q2 2026, its #10 holding.
Caitlin John first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Caitlin John's Vanguard Morningstar Large-Cap ETF position peaked at $5.79M in Q3 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.