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

Certuity’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	$652K	Hold	1,897	–	–	0.03%	264
2026 Q1	$567K	Hold	1,897	–	–	0.04%	263
2025 Q4	$597K	Hold	1,897	–	–	0.04%	238
2025 Q3	$584K	Buy	1,897 +907	+92%	+$269K	0.04%	232
2025 Q2	$282K	Hold	990	–	–	0.03%	315
2025 Q1	$254K	Sell	990 -53	-5%	-$14.4K	0.03%	314
2024 Q4	$281K	Hold	1,043	–	–	0.03%	271
2024 Q3	$275K	Hold	1,043	–	–	0.03%	282
2024 Q2	$260K	Hold	1,043	–	–	0.02%	290
2024 Q1	$250K	Buy	+1,043	New	+$239K	0.02%	272

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

Certuity's VV Position: Q2 2026 in Review

Certuity held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,897 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #264.

Certuity first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Certuity held 1,897 shares of Vanguard Morningstar Large-Cap ETF worth $652K as of Q2 2026.
Certuity left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Certuity's portfolio in Q2 2026, its #264 holding.
Certuity first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.