Greenwood Capital Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Greenwood Capital Associates’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	$430K	Hold	1,250	–	–	0.04%	236
2026 Q1	$374K	Hold	1,250	–	–	0.04%	239
2025 Q4	$394K	Hold	1,250	–	–	0.04%	216
2025 Q3	$385K	Hold	1,250	–	–	0.04%	214
2025 Q2	$357K	Hold	1,250	–	–	0.04%	215
2025 Q1	$321K	Buy	+1,250	New	+$339K	0.04%	214

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

Greenwood Capital Associates's VV Position: Q2 2026 in Review

Greenwood Capital Associates held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,250 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #236.

Greenwood Capital Associates first reported a position in VV in Q1 2025 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Greenwood Capital Associates held 1,250 shares of Vanguard Morningstar Large-Cap ETF worth $430K as of Q2 2026.
Greenwood Capital Associates left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Greenwood Capital Associates's portfolio in Q2 2026, its #236 holding.
Greenwood Capital Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.