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

NBC Securities’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	$2.56M	Buy	7,442 +73	+1%	+$24.4K	0.17%	135
2026 Q1	$2.2M	Sell	7,369 -274	-4%	-$85.7K	0.17%	144
2025 Q4	$2.41M	Sell	7,643 -190	-2%	-$59.3K	0.18%	127
2025 Q3	$2.41M	Buy	7,833 +70	+0.9%	+$20.7K	0.19%	124
2025 Q2	$2.21M	Hold	7,763	–	–	0.18%	140
2025 Q1	$2M	Buy	7,763 +7,755	+96,938%	+$2.1M	0.17%	126
2024 Q4	$2.31K	Sell	8 -8,555	-100%	-$2.32M	0.21%	103
2024 Q3	$2.25M	Sell	8,563 -643	-7%	-$163K	0.19%	111
2024 Q2	$2.3M	Hold	9,206	–	–	0.21%	103
2024 Q1	$2.22M	Sell	9,206 -312	-3%	-$71.4K	0.21%	102
2023 Q4	$2.08M	Hold	9,518	–	–	0.21%	101
2023 Q3	$1.86M	Buy	+9,518	New	+$1.94M	0.2%	104

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

NBC Securities's VV Position: Q2 2026 in Review

NBC Securities increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.99% in Q2 2026, buying an estimated $24.4K and bringing the position to 7,442 shares worth $2.56M. The position accounts for 0.17% of the portfolio, ranked #135.

NBC Securities first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

NBC Securities held 7,442 shares of Vanguard Morningstar Large-Cap ETF worth $2.56M as of Q2 2026.
NBC Securities bought 73 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $24.4K.
Vanguard Morningstar Large-Cap ETF made up 0.17% of NBC Securities's portfolio in Q2 2026, its #135 holding.
NBC Securities first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.