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Evelyn Partners Investment Management (Europe)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Evelyn Partners Investment Management (Europe)’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
Q1 		$92.6K Hold
310
– – 0.03% 113
2025
Q4 		$97.6K Hold
310
– – 0.03% 114
2025
Q3 		$95.4K Hold
310
– – 0.03% 106
2025
Q2 		$88.4K Hold
310
– – 0.03% 108
2025
Q1 		$79.7K Hold
310
– – 0.03% 112
2024
Q4 		$83.6K Buy
+310
New +$84K 0.03% 108

Other funds holding VV

Jones Financial Companies
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s VV Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 310 shares worth $92.6K. The position accounts for 0.03% of the portfolio, ranked #113.

Evelyn Partners Investment Management (Europe) first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $97.6K in Q4 2025. 1,313 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 310 shares of Vanguard Morningstar Large-Cap ETF worth $92.6K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #113 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Vanguard Morningstar Large-Cap ETF position peaked at $97.6K in Q4 2025.
  • 1,313 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.