Norris Perne & French’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Norris Perne & French’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	–	Sell	-1,387	Closed	-$415K	–	168
2026 Q1	$415K	Buy	1,387 +339	+32%	+$106K	0.02%	112
2025 Q4	$330K	Hold	1,048	–	–	0.02%	123
2025 Q3	$323K	Hold	1,048	–	–	0.02%	124
2025 Q2	$299K	Hold	1,048	–	–	0.02%	122
2025 Q1	$269K	Hold	1,048	–	–	0.02%	127
2024 Q4	$283K	Hold	1,048	–	–	0.02%	120
2024 Q3	$276K	Hold	1,048	–	–	0.02%	123
2024 Q2	$262K	Hold	1,048	–	–	0.02%	122
2024 Q1	$251K	Buy	+1,048	New	+$240K	0.02%	126

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

Norris Perne & French's VV Position: Q2 2026 in Review

Norris Perne & French sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 1,387 shares — an estimated $415K sold.

Norris Perne & French first reported a position in VV in Q1 2024 and held it in 9 quarters. The position peaked at $415K in Q1 2026. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Norris Perne & French reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Norris Perne & French sold 1,387 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $415K.
Norris Perne & French first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and held it in 9 quarters.
Norris Perne & French's Vanguard Morningstar Large-Cap ETF position peaked at $415K in Q1 2026.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.