Evergreen Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Evergreen Advisors’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	–	Sell	-49	Closed	-$14.7K	–	159
2026 Q1	$14.7K	Buy	+49	New	+$15.3K	﹤0.01%	111

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

Evergreen Advisors's VV Position: Q2 2026 in Review

Evergreen Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 49 shares — an estimated $14.7K sold.

Evergreen Advisors first reported a position in VV in Q1 2026 and held it in 1 quarter. The position peaked at $14.7K in Q1 2026. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Evergreen Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 49 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $14.7K.
Evergreen Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $14.7K in Q1 2026.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.