Dakota Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Dakota Wealth Management’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	$1.83M	Sell	5,308 -289	-5%	-$96.4K	0.03%	328
2026 Q1	$1.67M	Hold	5,597	–	–	0.04%	314
2025 Q4	$1.76M	Hold	5,597	–	–	0.03%	309
2025 Q3	$1.72M	Hold	5,597	–	–	0.03%	280
2025 Q2	$1.6M	Hold	5,597	–	–	0.03%	305
2025 Q1	$1.44M	Hold	5,597	–	–	0.03%	308
2024 Q4	$1.51M	Buy	+5,597	New	+$1.52M	0.03%	301

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

Dakota Wealth Management's VV Position: Q2 2026 in Review

Dakota Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.2% in Q2 2026, selling an estimated $96.4K and leaving 5,308 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #328.

Dakota Wealth Management first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Dakota Wealth Management held 5,308 shares of Vanguard Morningstar Large-Cap ETF worth $1.83M as of Q2 2026.
Dakota Wealth Management sold 289 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $96.4K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #328 holding.
Dakota Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.