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

COWA LLC’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	$285K	Hold	829	–	–	0.07%	147
2026 Q1	$248K	Hold	829	–	–	0.07%	139
2025 Q4	$261K	Hold	829	–	–	0.08%	134
2025 Q3	$255K	Hold	829	–	–	0.08%	128
2025 Q2	$237K	Hold	829	–	–	0.09%	117
2025 Q1	$213K	Hold	829	–	–	0.09%	121
2024 Q4	$224K	Hold	829	–	–	0.1%	116
2024 Q3	$218K	Hold	829	–	–	0.1%	121
2024 Q2	$207K	Buy	+829	New	+$199K	0.11%	124
2022 Q4	–	Sell	-829	Closed	-$136K	–	327
2022 Q3	$136K	Buy	+829	New	+$151K	0.09%	132

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

COWA LLC's VV Position: Q2 2026 in Review

COWA LLC held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 829 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #147.

COWA LLC first reported a position in VV in Q3 2022 and has held it in 10 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

COWA LLC held 829 shares of Vanguard Morningstar Large-Cap ETF worth $285K as of Q2 2026.
COWA LLC left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of COWA LLC's portfolio in Q2 2026, its #147 holding.
COWA LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 10 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.