Nalls Sherbakoff Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Nalls Sherbakoff Group’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	$328K	Hold	953	–	–	0.23%	67
2026 Q1	$285K	Hold	953	–	–	0.21%	75
2025 Q4	$300K	Hold	953	–	–	0.22%	73
2025 Q3	$293K	Hold	953	–	–	0.2%	76
2025 Q2	$272K	Hold	953	–	–	0.2%	77
2025 Q1	$245K	Buy	+953	New	+$258K	0.2%	79
2023 Q4	$208K	Hold	953	–	–	0.19%	77
2023 Q3	$186K	Hold	953	–	–	0.18%	77
2023 Q2	$182K	Sell	953 -200	-17%	-$38.3K	0.18%	82
2023 Q1	$212K	Buy	+1,153	New	+$210K	0.21%	72

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

Nalls Sherbakoff Group's VV Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 953 shares worth $328K. The position accounts for 0.23% of the portfolio, ranked #67.

Nalls Sherbakoff Group first reported a position in VV in Q1 2023 and has held it in 10 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Nalls Sherbakoff Group held 953 shares of Vanguard Morningstar Large-Cap ETF worth $328K as of Q2 2026.
Nalls Sherbakoff Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.23% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #67 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 10 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.