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Citizens Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Citizens Financial Group’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 		$14.1M Buy
41,064
+8,276
+25% +$2.76M 0.17% 108
2026
Q1 		$9.8M Buy
32,788
+61
+0.2% +$19.1K 0.14% 124
2025
Q4 		$10.3M Buy
32,727
+428
+1% +$134K 0.14% 122
2025
Q3 		$9.97M Buy
32,299
+146
+0.5% +$43.2K 0.14% 128
2025
Q2 		$9.2M Buy
32,153
+475
+1% +$125K 0.15% 126
2025
Q1 		$8.14M Sell
31,678
-72
-0.2% -$19.5K 0.16% 120
2024
Q4 		$8.56M Buy
31,750
+166
+0.5% +$45K 0.17% 108
2024
Q3 		$8.34M Sell
31,584
-221
-0.7% -$56.1K 0.17% 110
2024
Q2 		$7.97M Buy
31,805
+675
+2% +$162K 0.18% 107
2024
Q1 		$7.46M Buy
31,130
+386
+1% +$88.3K 0.25% 78
2023
Q4 		$6.71M Sell
30,744
-38
-0.1% -$7.77K 0.23% 93
2023
Q3 		$6.02M Buy
30,782
+112
+0.4% +$22.8K 0.25% 84
2023
Q2 		$6.22M Sell
30,670
-450
-1% -$86.3K 0.23% 92
2023
Q1 		$5.81M Sell
31,120
-1,729
-5% -$315K 0.21% 99
2022
Q4 		$5.72M Sell
32,849
-1,079
-3% -$189K 0.22% 96
2022
Q3 		$5.55M Buy
33,928
+88
+0.3% +$16K 0.25% 88
2022
Q2 		$5.83M Sell
33,840
-268
-0.8% -$50.3K 0.24% 86
2022
Q1 		$7.11M Sell
34,108
-258
-0.8% -$53K 0.25% 88
2021
Q4 		$7.59M Buy
34,366
+65
+0.2% +$13.9K 0.25% 87
2021
Q3 		$6.89M Buy
34,301
+5,119
+18% +$1.06M 0.25% 86
2021
Q2 		$5.86M Sell
29,182
-2,241
-7% -$437K 0.25% 87
2021
Q1 		$5.82M Buy
31,423
+2,779
+10% +$504K 0.31% 83
2020
Q4 		$5.03M Sell
28,644
-157
-0.5% -$26.1K 0.29% 83
2020
Q3 		$4.5M Buy
28,801
+26,929
+1,439% +$4.15M 0.29% 88
2020
Q2 		$268K Sell
1,872
-3,668
-66% -$496K 0.02% 246
2020
Q1 		$656K Buy
5,540
+5,191
+1,487% +$729K 0.05% 160
2019
Q4 		$52K Buy
349
+2
+0.6% +$283 ﹤0.01% 428
2019
Q3 		$47K Buy
+347
New +$47.1K ﹤0.01% 374
2019
Q2 		– Sell
-342
Closed -$45K – 863
2019
Q1 		$45K Buy
+342
New +$42.8K ﹤0.01% 369

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

Citizens Financial Group's VV Position: Q2 2026 in Review

Citizens Financial Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 25% in Q2 2026, buying an estimated $2.76M and bringing the position to 41,064 shares worth $14.1M. The position accounts for 0.17% of the portfolio, ranked #108.

Citizens Financial Group first reported a position in VV in Q1 2019 and has held it in 29 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Citizens Financial Group held 41,064 shares of Vanguard Morningstar Large-Cap ETF worth $14.1M as of Q2 2026.
  • Citizens Financial Group bought 8,276 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.76M.
  • Vanguard Morningstar Large-Cap ETF made up 0.17% of Citizens Financial Group's portfolio in Q2 2026, its #108 holding.
  • Citizens Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.