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

Norden 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	$751K	Sell	2,183 -117	-5%	-$39K	0.06%	267
2026 Q1	$687K	Buy	2,300 +117	+5%	+$36.6K	0.07%	261
2025 Q4	$687K	Sell	2,183 -569	-21%	-$178K	0.07%	271
2025 Q3	$847K	Buy	2,752 +66	+2%	+$19.5K	0.09%	224
2025 Q2	$766K	Sell	2,686 -1,377	-34%	-$363K	0.08%	240
2025 Q1	$1.04M	Buy	4,063 +1,219	+43%	+$330K	0.12%	162
2024 Q4	$767K	Sell	2,844 -32	-1%	-$8.67K	0.09%	244
2024 Q3	$757K	Buy	2,876 +699	+32%	+$177K	0.09%	245
2024 Q2	$543K	Hold	2,177	–	–	0.11%	206
2024 Q1	$522K	Buy	+2,177	New	+$498K	0.11%	222

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

Norden Group's VV Position: Q2 2026 in Review

Norden Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.1% in Q2 2026, selling an estimated $39K and leaving 2,183 shares worth $751K. The position accounts for 0.06% of the portfolio, ranked #267.

Norden Group first reported a position in VV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2025. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Norden Group held 2,183 shares of Vanguard Morningstar Large-Cap ETF worth $751K as of Q2 2026.
Norden Group sold 117 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $39K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Norden Group's portfolio in Q2 2026, its #267 holding.
Norden Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Norden Group's Vanguard Morningstar Large-Cap ETF position peaked at $1.04M in Q1 2025.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.