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

MOTCO’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	$174K	Buy	507 +67	+15%	+$22.4K	0.01%	219
2026 Q1	$131K	Sell	440 -155	-26%	-$48.5K	0.01%	248
2025 Q4	$187K	Buy	595 +155	+35%	+$48.4K	0.02%	216
2025 Q3	$135K	Hold	440	–	–	0.01%	248
2025 Q2	$129K	Hold	440	–	–	0.01%	232
2025 Q1	$113K	Hold	440	–	–	0.01%	230
2024 Q4	$119K	Hold	440	–	–	0.01%	220
2024 Q3	$116K	Hold	440	–	–	0.01%	247
2024 Q2	$110K	Hold	440	–	–	0.01%	325
2024 Q1	$105K	Hold	440	–	–	0.01%	329
2023 Q4	$96K	Hold	440	–	–	0.01%	301
2023 Q3	$86.1K	Hold	440	–	–	0.01%	309
2023 Q2	$89.2K	Hold	440	–	–	0.01%	291
2023 Q1	$82.2K	Hold	440	–	–	0.01%	287
2022 Q4	$76.6K	Hold	440	–	–	0.01%	303
2022 Q3	$72K	Hold	440	–	–	0.01%	321
2022 Q2	$76K	Hold	440	–	–	0.01%	314
2022 Q1	$92K	Hold	440	–	–	0.01%	299
2021 Q4	$97K	Hold	440	–	–	0.01%	294
2021 Q3	$88K	Hold	440	–	–	0.01%	298
2021 Q2	$88K	Hold	440	–	–	0.01%	305
2021 Q1	$82K	Hold	440	–	–	0.01%	298
2020 Q4	$77K	Hold	440	–	–	0.01%	316
2020 Q3	$69K	Hold	440	–	–	0.01%	313
2020 Q2	$63K	Hold	440	–	–	0.01%	299
2020 Q1	$52K	Hold	440	–	–	0.01%	298
2019 Q4	$65K	Buy	+440	New	+$62.2K	0.01%	301

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

MOTCO's VV Position: Q2 2026 in Review

MOTCO increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 15% in Q2 2026, buying an estimated $22.4K and bringing the position to 507 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #219.

MOTCO first reported a position in VV in Q4 2019 and has held it in 27 quarters since. The position peaked at $187K in Q4 2025. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

MOTCO held 507 shares of Vanguard Morningstar Large-Cap ETF worth $174K as of Q2 2026.
MOTCO bought 67 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $22.4K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of MOTCO's portfolio in Q2 2026, its #219 holding.
MOTCO first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
MOTCO's Vanguard Morningstar Large-Cap ETF position peaked at $187K in Q4 2025.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.