Perennial Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Perennial Investment Advisors’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 Q1	–	Sell	-642	Closed	-$202K	–	555
2025 Q4	$202K	Sell	642 -43	-6%	-$13.4K	0.02%	473
2025 Q3	$211K	Sell	685 -192	-22%	-$56.9K	0.02%	457
2025 Q2	$250K	Sell	877 -22	-2%	-$5.8K	0.02%	398
2025 Q1	$231K	Sell	899 -120	-12%	-$32.5K	0.03%	372
2024 Q4	$275K	Buy	+1,019	New	+$276K	0.03%	317

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Perennial Investment Advisors's VV Position: Q1 2026 in Review

Perennial Investment Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 642 shares — an estimated $202K sold.

Perennial Investment Advisors first reported a position in VV in Q4 2024 and held it in 5 quarters. The position peaked at $275K in Q4 2024. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Perennial Investment Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Perennial Investment Advisors sold 642 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $202K.
Perennial Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and held it in 5 quarters.
Perennial Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $275K in Q4 2024.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.