Evolve Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Evolve Private Wealth’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	$1.42M	Sell	4,118 -676	-14%	-$226K	0.09%	208
2026 Q1	$1.43M	Buy	4,794 +223	+5%	+$69.8K	0.08%	247
2025 Q4	$1.44M	Buy	+4,571	New	+$1.43M	0.09%	216

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

Evolve Private Wealth's VV Position: Q2 2026 in Review

Evolve Private Wealth reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 14% in Q2 2026, selling an estimated $226K and leaving 4,118 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #208.

Evolve Private Wealth first reported a position in VV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Evolve Private Wealth held 4,118 shares of Vanguard Morningstar Large-Cap ETF worth $1.42M as of Q2 2026.
Evolve Private Wealth sold 676 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $226K.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Evolve Private Wealth's portfolio in Q2 2026, its #208 holding.
Evolve Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Evolve Private Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $1.44M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.