Evolution Advisers’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Evolution Advisers’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	$624K	Sell	1,816 -12	-0.7%	-$4K	0.23%	28
2026 Q1	$546K	Sell	1,828 -259	-12%	-$81K	0.23%	29
2025 Q4	$657K	Buy	2,087 +302	+17%	+$94.3K	0.28%	28
2025 Q3	$551K	Sell	1,785 -27	-1%	-$8K	0.25%	27
2025 Q2	$518K	Hold	1,812	–	–	0.25%	27
2025 Q1	$465K	Buy	1,812 +1,736	+2,284%	+$470K	0.24%	29
2024 Q4	$20K	Hold	76	–	–	0.01%	116
2024 Q3	$20K	Hold	76	–	–	0.01%	114
2024 Q2	$18K	Hold	76	–	–	0.01%	116
2024 Q1	$19K	Hold	76	–	–	0.01%	121
2023 Q4	$16K	Hold	76	–	–	0.01%	133
2023 Q3	$14K	Hold	76	–	–	0.01%	101
2023 Q2	$15K	Hold	76	–	–	0.01%	102
2023 Q1	$14K	Hold	76	–	–	0.01%	100
2022 Q4	$13K	Buy	+76	New	+$13.3K	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

Evolution Advisers's VV Position: Q2 2026 in Review

Evolution Advisers reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.66% in Q2 2026, selling an estimated $4K and leaving 1,816 shares worth $624K. The position accounts for 0.23% of the portfolio, ranked #28.

Evolution Advisers first reported a position in VV in Q4 2022 and has held it in 15 quarters since. The position peaked at $657K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Evolution Advisers held 1,816 shares of Vanguard Morningstar Large-Cap ETF worth $624K as of Q2 2026.
Evolution Advisers sold 12 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $4K.
Vanguard Morningstar Large-Cap ETF made up 0.23% of Evolution Advisers's portfolio in Q2 2026, its #28 holding.
Evolution Advisers first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Evolution Advisers's Vanguard Morningstar Large-Cap ETF position peaked at $657K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.