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

Capital International Investors’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	$221K	Sell	646 -172	-21%	-$57.4K	﹤0.01%	444
2026 Q1	$237K	Sell	818 -1,010	-55%	-$316K	﹤0.01%	436
2025 Q4	$580K	Buy	+1,828	New	+$571K	﹤0.01%	444
2025 Q3	–	Sell	-723	Closed	-$206K	–	470
2025 Q2	$206K	Sell	723 -437	-38%	-$115K	﹤0.01%	442
2025 Q1	$296K	Buy	1,160 +109	+10%	+$29.5K	﹤0.01%	439
2024 Q4	$285K	Buy	+1,051	New	+$285K	﹤0.01%	452

Other funds holding VV

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

VGA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Capital International Investors's VV Position: Q2 2026 in Review

Capital International Investors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 21% in Q2 2026, selling an estimated $57.4K and leaving 646 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Capital International Investors first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $580K in Q4 2025. 1,220 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Capital International Investors held 646 shares of Vanguard Morningstar Large-Cap ETF worth $221K as of Q2 2026.
Capital International Investors sold 172 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $57.4K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Capital International Investors's portfolio in Q2 2026, its #444 holding.
Capital International Investors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Capital International Investors's Vanguard Morningstar Large-Cap ETF position peaked at $580K in Q4 2025.
1,220 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.