Noesis Capital Mangement’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Noesis Capital Mangement’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	$346K	Sell	1,005 -266	-21%	-$88.7K	0.04%	97
2026 Q1	$380K	Buy	1,271 +534	+72%	+$167K	0.06%	85
2025 Q4	$232K	Sell	737 -13	-2%	-$4.06K	0.03%	118
2025 Q3	$231K	Sell	750 -320	-30%	-$94.8K	0.04%	114
2025 Q2	$305K	Hold	1,070	–	–	0.05%	98
2025 Q1	$275K	Buy	+1,070	New	+$290K	0.05%	100

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

Noesis Capital Mangement's VV Position: Q2 2026 in Review

Noesis Capital Mangement reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 21% in Q2 2026, selling an estimated $88.7K and leaving 1,005 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #97.

Noesis Capital Mangement first reported a position in VV in Q1 2025 and has held it in 6 quarters since. The position peaked at $380K in Q1 2026. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Noesis Capital Mangement held 1,005 shares of Vanguard Morningstar Large-Cap ETF worth $346K as of Q2 2026.
Noesis Capital Mangement sold 266 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $88.7K.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Noesis Capital Mangement's portfolio in Q2 2026, its #97 holding.
Noesis Capital Mangement first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Noesis Capital Mangement's Vanguard Morningstar Large-Cap ETF position peaked at $380K in Q1 2026.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.