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

IEQ Capital’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 		$35.6M Sell
103,393
-54,772
-35% -$18.3M 0.16% 112
2026
Q1 		$47.3M Sell
158,165
-5,216
-3% -$1.63M 0.22% 84
2025
Q4 		$51.4M Sell
163,381
-173
-0.1% -$54K 0.15% 83
2025
Q3 		$50.4M Buy
163,554
+2,728
+2% +$808K 0.15% 67
2025
Q2 		$45.9M Sell
160,826
-4,055
-2% -$1.07M 0.28% 49
2025
Q1 		$42.4M Sell
164,881
-3,398
-2% -$920K 0.34% 42
2024
Q4 		$45.4M Buy
168,279
+60,196
+56% +$16.3M 0.44% 35
2024
Q3 		$28.5M Sell
108,083
-2,065
-2% -$524K 0.35% 43
2024
Q2 		$27.5M Sell
110,148
-1,383
-1% -$332K 0.37% 42
2024
Q1 		$26.7M Sell
111,531
-219
-0.2% -$50.1K 0.38% 43
2023
Q4 		$24.4M Sell
111,750
-2,615
-2% -$535K 0.41% 41
2023
Q3 		$22.4M Buy
114,365
+2,647
+2% +$539K 0.46% 39
2023
Q2 		$22.6M Sell
111,718
-11,461
-9% -$2.2M 0.46% 39
2023
Q1 		$23M Sell
123,179
-15,712
-11% -$2.86M 0.53% 34
2022
Q4 		$24.2M Buy
138,891
+10,776
+8% +$1.89M 0.68% 26
2022
Q3 		$21M Sell
128,115
-23,341
-15% -$4.24M 0.58% 31
2022
Q2 		$26.1M Buy
151,456
+110,537
+270% +$20.7M 0.79% 21
2022
Q1 		$8.53M Hold
40,919
– – 0.2% 75
2021
Q4 		$9.04M Buy
40,919
+1,000
+3% +$214K 0.21% 67
2021
Q3 		$8.02M Hold
39,919
– – 0.21% 65
2021
Q2 		$8.01M Buy
39,919
+244
+0.6% +$47.6K 0.24% 63
2021
Q1 		$7.35M Buy
39,675
+5,795
+17% +$1.05M 0.3% 56
2020
Q4 		$5.95M Hold
33,880
– – 0.26% 69
2020
Q3 		$5.3M Sell
33,880
-462
-1% -$71.2K 0.28% 58
2020
Q2 		$4.91M Buy
34,342
+3,902
+13% +$528K 0.32% 54
2020
Q1 		$3.6M Buy
+30,440
New +$4.28M 0.29% 56

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IEQ Capital's VV Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 35% in Q2 2026, selling an estimated $18.3M and leaving 103,393 shares worth $35.6M. The position accounts for 0.16% of the portfolio, ranked #112.

IEQ Capital first reported a position in VV in Q1 2020 and has held it in 26 quarters since. The position peaked at $51.4M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • IEQ Capital held 103,393 shares of Vanguard Morningstar Large-Cap ETF worth $35.6M as of Q2 2026.
  • IEQ Capital sold 54,772 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $18.3M.
  • Vanguard Morningstar Large-Cap ETF made up 0.16% of IEQ Capital's portfolio in Q2 2026, its #112 holding.
  • IEQ Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • IEQ Capital's Vanguard Morningstar Large-Cap ETF position peaked at $51.4M in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.