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

Luminist 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	$2.41M	Buy	7,004 +364	+5%	+$121K	2.71%	10
2026 Q1	$1.98M	Buy	6,640 +317	+5%	+$99.2K	2.64%	8
2025 Q4	$1.99M	Buy	6,323 +164	+3%	+$51.2K	2.45%	12
2025 Q3	$1.9M	Buy	6,159 +496	+9%	+$147K	1.64%	18
2025 Q2	$1.61M	Buy	5,663 +828	+17%	+$218K	1.6%	18
2025 Q1	$1.25M	Buy	4,835 +137	+3%	+$37.1K	1.34%	14
2024 Q4	$1.27M	Buy	+4,698	New	+$1.27M	2.2%	6

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

Luminist Capital's VV Position: Q2 2026 in Review

Luminist Capital increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.5% in Q2 2026, buying an estimated $121K and bringing the position to 7,004 shares worth $2.41M. The position accounts for 2.71% of the portfolio, ranked #10.

Luminist Capital first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Luminist Capital held 7,004 shares of Vanguard Morningstar Large-Cap ETF worth $2.41M as of Q2 2026.
Luminist Capital bought 364 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $121K.
Vanguard Morningstar Large-Cap ETF made up 2.71% of Luminist Capital's portfolio in Q2 2026, its #10 holding.
Luminist Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.