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

Inscription 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	$314K	Buy	914 +3	+0.3%	+$1K	0.03%	525
2026 Q1	$272K	Hold	911	–	–	0.03%	516
2025 Q4	$287K	Buy	+911	New	+$284K	0.03%	499
2021 Q3	–	Sell	-1,850	Closed	-$371K	–	397
2021 Q2	$371K	Buy	+1,850	New	+$361K	0.04%	225
2019 Q1	–	Sell	-928	Closed	-$107K	–	292
2018 Q4	$107K	Buy	+928	New	+$115K	0.06%	157

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

Inscription Capital's VV Position: Q2 2026 in Review

Inscription Capital increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.33% in Q2 2026, buying an estimated $1K and bringing the position to 914 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #525.

Inscription Capital first reported a position in VV in Q4 2018 and has held it in 5 quarters since. The position peaked at $371K in Q2 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Inscription Capital held 914 shares of Vanguard Morningstar Large-Cap ETF worth $314K as of Q2 2026.
Inscription Capital bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Inscription Capital's portfolio in Q2 2026, its #525 holding.
Inscription Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 5 quarters since.
Inscription Capital's Vanguard Morningstar Large-Cap ETF position peaked at $371K in Q2 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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