Grimes & Company’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Grimes & Company’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	$807K	Sell	2,346 -145	-6%	-$48.4K	0.02%	275
2026 Q1	$744K	Sell	2,491 -155	-6%	-$48.5K	0.02%	263
2025 Q4	$833K	Buy	2,646 +506	+24%	+$158K	0.02%	260
2025 Q3	$659K	Buy	2,140 +532	+33%	+$158K	0.02%	278
2025 Q2	$459K	Buy	1,608 +19	+1%	+$5.01K	0.01%	278
2025 Q1	$408K	Buy	1,589 +6	+0.4%	+$1.63K	0.01%	258
2024 Q4	$427K	Sell	1,583 -45	-3%	-$12.2K	0.01%	270
2024 Q3	$429K	Sell	1,628 -366	-18%	-$92.9K	0.01%	248
2024 Q2	$498K	Buy	1,994 +147	+8%	+$35.3K	0.01%	220
2024 Q1	$443K	Buy	1,847 +17	+0.9%	+$3.89K	0.01%	236
2023 Q4	$399K	Sell	1,830 -1,922	-51%	-$393K	0.01%	239
2023 Q3	$734K	Buy	+3,752	New	+$764K	0.03%	183

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

Grimes & Company's VV Position: Q2 2026 in Review

Grimes & Company reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.8% in Q2 2026, selling an estimated $48.4K and leaving 2,346 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #275.

Grimes & Company first reported a position in VV in Q3 2023 and has held it in 12 quarters since. The position peaked at $833K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Grimes & Company held 2,346 shares of Vanguard Morningstar Large-Cap ETF worth $807K as of Q2 2026.
Grimes & Company sold 145 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $48.4K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #275 holding.
Grimes & Company first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Grimes & Company's Vanguard Morningstar Large-Cap ETF position peaked at $833K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.