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

Navalign LLC’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
Q1 		– Sell
-204
Closed -$64.2K – 471
2025
Q4 		$64.2K Buy
+204
New +$63.7K 0.02% 182

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Navalign LLC's VV Position: Q1 2026 in Review

Navalign LLC sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 204 shares — an estimated $64.2K sold.

Navalign LLC first reported a position in VV in Q4 2025 and held it in 1 quarter. The position peaked at $64.2K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Navalign LLC reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 204 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $64.2K.
  • Navalign LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's Vanguard Morningstar Large-Cap ETF position peaked at $64.2K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.