Creative Capital Management Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Creative Capital Management Investments’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	$5.5K	Hold	16	–	–	﹤0.01%	387
2026 Q1	$4.78K	Hold	16	–	–	﹤0.01%	241
2025 Q4	$5.04K	Hold	16	–	–	﹤0.01%	245
2025 Q3	$4.93K	Hold	16	–	–	﹤0.01%	222
2025 Q2	$4.57K	Hold	16	–	–	﹤0.01%	259
2025 Q1	$4.11K	Hold	16	–	–	﹤0.01%	206
2024 Q4	$4.32K	Hold	16	–	–	﹤0.01%	218
2024 Q3	$4.21K	Hold	16	–	–	﹤0.01%	194
2024 Q2	$3.99K	Buy	+16	New	+$3.84K	﹤0.01%	194

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

Creative Capital Management Investments's VV Position: Q2 2026 in Review

Creative Capital Management Investments held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 16 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Creative Capital Management Investments first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Creative Capital Management Investments held 16 shares of Vanguard Morningstar Large-Cap ETF worth $5.5K as of Q2 2026.
Creative Capital Management Investments left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #387 holding.
Creative Capital Management Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.