Envestnet Portfolio Solutions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Envestnet Portfolio Solutions’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	$4.19M	Buy	12,187 +1,118	+10%	+$373K	0.02%	358
2026 Q1	$3.31M	Sell	11,069 -16,847	-60%	-$5.27M	0.02%	364
2025 Q4	$8.79M	Sell	27,916 -3	-0%	-$937	0.03%	266
2025 Q3	$8.6M	Sell	27,919 -1,558	-5%	-$461K	0.03%	252
2025 Q2	$8.41M	Buy	29,477 +2,226	+8%	+$587K	0.03%	259
2025 Q1	$7M	Sell	27,251 -1,440	-5%	-$390K	0.03%	289
2024 Q4	$7.74M	Buy	28,691 +1,971	+7%	+$534K	0.03%	301
2024 Q3	$7.04M	Buy	26,720 +3,721	+16%	+$944K	0.02%	319
2024 Q2	$5.74M	Buy	22,999 +120	+0.5%	+$28.8K	0.02%	339
2024 Q1	$5.49M	Buy	22,879 +11,394	+99%	+$2.61M	0.02%	353
2023 Q4	$2.51M	Buy	11,485 +1,324	+13%	+$271K	0.01%	526
2023 Q3	$1.99M	Buy	+10,161	New	+$2.07M	0.01%	548

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

Envestnet Portfolio Solutions's VV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 10% in Q2 2026, buying an estimated $373K and bringing the position to 12,187 shares worth $4.19M. The position accounts for 0.02% of the portfolio, ranked #358.

Envestnet Portfolio Solutions first reported a position in VV in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.79M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Envestnet Portfolio Solutions held 12,187 shares of Vanguard Morningstar Large-Cap ETF worth $4.19M as of Q2 2026.
Envestnet Portfolio Solutions bought 1,118 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $373K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #358 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Morningstar Large-Cap ETF position peaked at $8.79M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.