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International Assets Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

International Assets Investment Management’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 		$30.2K Buy
88
+7
+9% +$2.33K ﹤0.01% 1478
2026
Q1 		$24.4K Buy
81
+2
+3% +$626 ﹤0.01% 1445
2025
Q4 		$24.9K Buy
+79
New +$24.7K ﹤0.01% 1416
2024
Q3 		– Sell
-255
Closed -$63.7K – 2637
2024
Q2 		$63.7K Buy
+255
New +$61.3K 0.01% 1094

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

International Assets Investment Management's VV Position: Q2 2026 in Review

International Assets Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.6% in Q2 2026, buying an estimated $2.33K and bringing the position to 88 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

International Assets Investment Management first reported a position in VV in Q2 2024 and has held it in 4 quarters since. The position peaked at $63.7K in Q2 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • International Assets Investment Management held 88 shares of Vanguard Morningstar Large-Cap ETF worth $30.2K as of Q2 2026.
  • International Assets Investment Management bought 7 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.33K.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1478 holding.
  • International Assets Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $63.7K in Q2 2024.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.