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

Creekside Partners’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	$413K	Buy	1,200 +1	+0.1%	+$334	0.15%	130
2026 Q1	$358K	Buy	1,199 +2	+0.2%	+$626	0.15%	134
2025 Q4	$377K	Buy	1,197 +2	+0.2%	+$625	0.16%	125
2025 Q3	$368K	Buy	1,195 +1	+0.1%	+$296	0.16%	126
2025 Q2	$341K	Hold	1,194	–	–	0.16%	129
2025 Q1	$307K	Buy	1,194 +2	+0.2%	+$542	0.16%	131
2024 Q4	$322K	Buy	1,192 +3	+0.3%	+$813	0.17%	126
2024 Q3	$313K	Buy	1,189 +1	+0.1%	+$254	0.16%	129
2024 Q2	$297K	Buy	+1,188	New	+$285K	0.16%	131

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

Creekside Partners's VV Position: Q2 2026 in Review

Creekside Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.08% in Q2 2026, buying an estimated $334 and bringing the position to 1,200 shares worth $413K. The position accounts for 0.15% of the portfolio, ranked #130.

Creekside Partners first reported a position in VV in Q2 2024 and has held it in 9 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Creekside Partners held 1,200 shares of Vanguard Morningstar Large-Cap ETF worth $413K as of Q2 2026.
Creekside Partners bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.15% of Creekside Partners's portfolio in Q2 2026, its #130 holding.
Creekside Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.