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IFC & Insurance Marketing’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

IFC & Insurance Marketing’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 		$567K Buy
1,647
+1
+0.1% +$334 0.5% 36
2026
Q1 		$492K Buy
1,646
+2
+0.1% +$626 0.51% 35
2025
Q4 		$517K Buy
+1,644
New +$513K 0.51% 31

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

IFC & Insurance Marketing's VV Position: Q2 2026 in Review

IFC & Insurance Marketing increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.06% in Q2 2026, buying an estimated $334 and bringing the position to 1,647 shares worth $567K. The position accounts for 0.5% of the portfolio, ranked #36.

IFC & Insurance Marketing first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • IFC & Insurance Marketing held 1,647 shares of Vanguard Morningstar Large-Cap ETF worth $567K as of Q2 2026.
  • IFC & Insurance Marketing bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
  • Vanguard Morningstar Large-Cap ETF made up 0.5% of IFC & Insurance Marketing's portfolio in Q2 2026, its #36 holding.
  • IFC & Insurance Marketing first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.