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

NewEdge Wealth’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	$26M	Sell	75,712 -2,324	-3%	-$775K	0.26%	84
2026 Q1	$23.3M	Sell	78,036 -15,546	-17%	-$4.86M	0.28%	80
2025 Q4	$29.5M	Buy	93,582 +12,118	+15%	+$3.78M	0.33%	67
2025 Q3	$25.5M	Sell	81,464 -1,768	-2%	-$523K	0.37%	59
2025 Q2	$24.3M	Buy	83,232 +1,507	+2%	+$397K	0.38%	61
2025 Q1	$21M	Buy	81,725 +23,205	+40%	+$6.29M	0.38%	71
2024 Q4	$15.8M	Sell	58,520 -182	-0.3%	-$49.3K	0.27%	93
2024 Q3	$15.5M	Buy	58,702 +373	+0.6%	+$94.6K	0.28%	92
2024 Q2	$14.6M	Buy	58,329 +975	+2%	+$234K	0.32%	87
2024 Q1	$13.3M	Buy	57,354 +110	+0.2%	+$25.2K	0.3%	91
2023 Q4	$12.5M	Buy	57,244 +48,293	+540%	+$9.87M	0.32%	85
2023 Q3	$1.75M	Buy	+8,951	New	+$1.82M	0.06%	280

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

NewEdge Wealth's VV Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3% in Q2 2026, selling an estimated $775K and leaving 75,712 shares worth $26M. The position accounts for 0.26% of the portfolio, ranked #84.

NewEdge Wealth first reported a position in VV in Q3 2023 and has held it in 12 quarters since. The position peaked at $29.5M in Q4 2025. 1,368 funds tracked by Wall St. Rank hold VV as of Q2 2026.

NewEdge Wealth held 75,712 shares of Vanguard Morningstar Large-Cap ETF worth $26M as of Q2 2026.
NewEdge Wealth sold 2,324 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $775K.
Vanguard Morningstar Large-Cap ETF made up 0.26% of NewEdge Wealth's portfolio in Q2 2026, its #84 holding.
NewEdge Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
NewEdge Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $29.5M in Q4 2025.
1,368 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.