Johnson Financial Group Inc (Wisconsin)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$496K	Hold	1,441	–	–	0.02%	236
2026 Q1	$431K	Hold	1,441	–	–	0.02%	242
2025 Q4	$454K	Sell	1,441 -200	-12%	-$62.5K	0.02%	237
2025 Q3	$507K	Buy	1,641 +925	+129%	+$274K	0.02%	249
2025 Q2	$205K	Sell	716 -325	-31%	-$85.6K	0.01%	301
2025 Q1	$268K	Sell	1,041 -1,298	-55%	-$352K	0.01%	308
2024 Q4	$650K	Sell	2,339 -50	-2%	-$13.5K	0.03%	187
2024 Q3	$631K	Hold	2,389	–	–	0.03%	204
2024 Q2	$598K	Hold	2,389	–	–	0.03%	186
2024 Q1	$573K	Sell	2,389 -50	-2%	-$11.4K	0.03%	176
2023 Q4	$532K	Buy	2,439 +325	+15%	+$66.4K	0.03%	179
2023 Q3	$414K	Hold	2,114	–	–	0.03%	188
2023 Q2	$429K	Hold	2,114	–	–	0.03%	196
2023 Q1	$395K	Buy	2,114 +836	+65%	+$152K	0.03%	210
2022 Q4	$223K	Hold	1,278	–	–	0.02%	238
2022 Q3	$209K	Hold	1,278	–	–	0.02%	233
2022 Q2	$220K	Hold	1,278	–	–	0.02%	239
2022 Q1	$266K	Hold	1,278	–	–	0.02%	240
2021 Q4	$282K	Sell	1,278 -70	-5%	-$15K	0.02%	238
2021 Q3	$271K	Hold	1,348	–	–	0.02%	232
2021 Q2	$271K	Hold	1,348	–	–	0.02%	238
2021 Q1	$250K	Buy	+1,348	New	+$244K	0.02%	246

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

Johnson Financial Group Inc (Wisconsin)'s VV Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,441 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #236.

Johnson Financial Group Inc (Wisconsin) first reported a position in VV in Q1 2021 and has held it in 22 quarters since. The position peaked at $650K in Q4 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,441 shares of Vanguard Morningstar Large-Cap ETF worth $496K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #236 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Morningstar Large-Cap ETF position peaked at $650K in Q4 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.