Empirical Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Empirical Asset 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	$1.92M	Sell	5,578 -6,260	-53%	-$2.09M	0.43%	59
2026 Q1	$1.67M	Buy	11,838 +1	+0%	+$313	0.44%	51
2025 Q4	$1.76M	Buy	11,837 +91	+0.8%	+$28.4K	0.5%	43
2025 Q3	$1.69M	Buy	11,746 +6,261	+114%	+$1.85M	0.47%	42
2025 Q2	$1.56M	Hold	5,485	–	–	0.48%	50
2025 Q1	$1.41M	Buy	5,485 +4,233	+338%	+$1.15M	0.48%	53
2024 Q4	$338K	Hold	1,252	–	–	0.11%	212
2024 Q3	$330K	Hold	1,252	–	–	0.12%	215
2024 Q2	$312K	Buy	+1,252	New	+$301K	0.12%	244

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

Empirical Asset Management's VV Position: Q2 2026 in Review

Empirical Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 53% in Q2 2026, selling an estimated $2.09M and leaving 5,578 shares worth $1.92M. The position accounts for 0.43% of the portfolio, ranked #59.

Empirical Asset Management 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.

Empirical Asset Management held 5,578 shares of Vanguard Morningstar Large-Cap ETF worth $1.92M as of Q2 2026.
Empirical Asset Management sold 6,260 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.09M.
Vanguard Morningstar Large-Cap ETF made up 0.43% of Empirical Asset Management's portfolio in Q2 2026, its #59 holding.
Empirical Asset Management 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 Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.