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

Charles Schwab’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 		$645M Buy
1,875,177
+36,279
+2% +$12.1M 0.09% 181
2026
Q1 		$550M Sell
1,838,898
-86,778
-5% -$27.2M 0.08% 197
2025
Q4 		$606M Sell
1,925,676
-12,933
-0.7% -$4.04M 0.09% 177
2025
Q3 		$597M Sell
1,938,609
-5,118
-0.3% -$1.52M 0.1% 181
2025
Q2 		$555M Sell
1,943,727
-396,146
-17% -$104M 0.1% 182
2025
Q1 		$601M Sell
2,339,873
-582,019
-20% -$158M 0.11% 161
2024
Q4 		$788M Buy
2,921,892
+26,341
+0.9% +$7.14M 0.15% 116
2024
Q3 		$762M Buy
2,895,551
+1,149,356
+66% +$292M 0.15% 119
2024
Q2 		$436M Buy
1,746,195
+279,496
+19% +$67.1M 0.08% 202
2024
Q1 		$352M Buy
1,466,699
+897,584
+158% +$205M 0.08% 218
2023
Q4 		$124M Buy
569,115
+218,042
+62% +$44.6M 0.03% 467
2023
Q3 		$68.7M Buy
351,073
+3,927
+1% +$800K 0.02% 695
2023
Q2 		$70.4M Sell
347,146
-368,420
-51% -$70.6M 0.02% 664
2023
Q1 		$134M Buy
715,566
+221,708
+45% +$40.4M 0.04% 397
2022
Q4 		$86M Buy
493,858
+19,756
+4% +$3.47M 0.03% 538
2022
Q3 		$77.5M Buy
474,102
+9,098
+2% +$1.65M 0.03% 533
2022
Q2 		$80.1M Sell
465,004
-114,950
-20% -$21.6M 0.03% 535
2022
Q1 		$121M Buy
579,954
+8,835
+2% +$1.81M 0.04% 440
2021
Q4 		$126M Sell
571,119
-4,518
-0.8% -$969K 0.04% 439
2021
Q3 		$116M Buy
575,637
+3,909
+0.7% +$808K 0.04% 432
2021
Q2 		$115M Buy
571,728
+11,138
+2% +$2.17M 0.04% 439
2021
Q1 		$104M Sell
560,590
-379,951
-40% -$68.9M 0.04% 438
2020
Q4 		$165M Buy
940,541
+12,174
+1% +$2.02M 0.07% 269
2020
Q3 		$145M Buy
928,367
+5,355
+0.6% +$826K 0.07% 263
2020
Q2 		$132M Sell
923,012
-434,349
-32% -$58.7M 0.06% 269
2020
Q1 		$161M Buy
+1,357,361
New +$191M 0.09% 212

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab's VV Position: Q2 2026 in Review

Charles Schwab increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q2 2026, buying an estimated $12.1M and bringing the position to 1,875,177 shares worth $645M. The position accounts for 0.09% of the portfolio, ranked #181.

Charles Schwab first reported a position in VV in Q1 2020 and has held it in 26 quarters since. The position peaked at $788M in Q4 2024. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Charles Schwab held 1,875,177 shares of Vanguard Morningstar Large-Cap ETF worth $645M as of Q2 2026.
  • Charles Schwab bought 36,279 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $12.1M.
  • Vanguard Morningstar Large-Cap ETF made up 0.09% of Charles Schwab's portfolio in Q2 2026, its #181 holding.
  • Charles Schwab first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Charles Schwab's Vanguard Morningstar Large-Cap ETF position peaked at $788M in Q4 2024.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.