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

Capital Advantage’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	–	Sell	-1,022	Closed	-$305K	–	160
2026 Q1	$305K	Hold	1,022	–	–	0.04%	122
2025 Q4	$322K	Hold	1,022	–	–	0.04%	119
2025 Q3	$315K	Hold	1,022	–	–	0.05%	113
2025 Q2	$292K	Sell	1,022 -15	-1%	-$3.95K	0.05%	117
2025 Q1	$280K	Hold	1,037	–	–	0.05%	114
2024 Q4	$280K	Buy	+1,037	New	+$281K	0.05%	114

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

Capital Advantage's VV Position: Q2 2026 in Review

Capital Advantage sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 1,022 shares — an estimated $305K sold.

Capital Advantage first reported a position in VV in Q4 2024 and held it in 6 quarters. The position peaked at $322K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Capital Advantage reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Capital Advantage sold 1,022 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $305K.
Capital Advantage first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and held it in 6 quarters.
Capital Advantage's Vanguard Morningstar Large-Cap ETF position peaked at $322K in Q4 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.