Capital Group Private Client Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Capital Group Private Client Services’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	$630K	Buy	1,831 +2	+0.1%	+$667	0.01%	220
2026 Q1	$546K	Hold	1,829	–	–	0.01%	211
2025 Q4	$576K	Buy	1,829 +5	+0.3%	+$1.56K	0.01%	232
2025 Q3	$561K	Buy	1,824 +3	+0.2%	+$888	0.01%	239
2025 Q2	$519K	Buy	1,821 +3	+0.2%	+$790	﹤0.01%	254
2025 Q1	$467K	Hold	1,818	–	–	﹤0.01%	252
2024 Q4	$490K	Buy	1,818 +6	+0.3%	+$1.63K	﹤0.01%	248
2024 Q3	$477K	Buy	1,812 +6	+0.3%	+$1.52K	﹤0.01%	244
2024 Q2	$451K	Buy	1,806 +6	+0.3%	+$1.44K	﹤0.01%	248
2024 Q1	$432K	Buy	1,800 +208	+13%	+$47.6K	﹤0.01%	241
2023 Q4	$347K	Buy	1,592 +7	+0.4%	+$1.43K	﹤0.01%	239
2023 Q3	$310K	Buy	1,585 +5	+0.3%	+$1.02K	﹤0.01%	229
2023 Q2	$320K	Buy	1,580 +6	+0.4%	+$1.15K	﹤0.01%	225
2023 Q1	$294K	Buy	1,574 +6	+0.4%	+$1.09K	﹤0.01%	227
2022 Q4	$273K	Buy	1,568 +7	+0.4%	+$1.23K	﹤0.01%	226
2022 Q3	$255K	Sell	1,561 -163	-9%	-$29.6K	﹤0.01%	226
2022 Q2	$297K	Buy	1,724 +176	+11%	+$33K	﹤0.01%	220
2022 Q1	$323K	Buy	1,548 +11	+0.7%	+$2.26K	﹤0.01%	220
2021 Q4	$340K	Buy	1,537 +3	+0.2%	+$643	﹤0.01%	203
2021 Q3	$308K	Buy	+1,534	New	+$317K	﹤0.01%	198

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 Group Private Client Services's VV Position: Q2 2026 in Review

Capital Group Private Client Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.11% in Q2 2026, buying an estimated $667 and bringing the position to 1,831 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #220.

Capital Group Private Client Services first reported a position in VV in Q3 2021 and has held it in 20 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Capital Group Private Client Services held 1,831 shares of Vanguard Morningstar Large-Cap ETF worth $630K as of Q2 2026.
Capital Group Private Client Services bought 2 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $667.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #220 holding.
Capital Group Private Client Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.