Prime Buchholz’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Prime Buchholz’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	$6.38M	Sell	18,564 -3,569	-16%	-$1.19M	2.3%	15
2026 Q1	$6.61M	Sell	22,133 -399	-2%	-$125K	3.46%	10
2025 Q4	$7.09M	Sell	22,532 -16,407	-42%	-$5.12M	4.21%	9
2025 Q3	$12M	Sell	38,939 -5,558	-12%	-$1.65M	6.59%	8
2025 Q2	$12.7M	Hold	44,497	–	–	4.06%	8
2025 Q1	$11.4M	Sell	44,497 -1,420	-3%	-$385K	4%	9
2024 Q4	$12.4M	Buy	+45,917	New	+$12.4M	4.04%	5

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

Prime Buchholz's VV Position: Q2 2026 in Review

Prime Buchholz reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, selling an estimated $1.19M and leaving 18,564 shares worth $6.38M. The position accounts for 2.3% of the portfolio, ranked #15.

Prime Buchholz first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q2 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Prime Buchholz held 18,564 shares of Vanguard Morningstar Large-Cap ETF worth $6.38M as of Q2 2026.
Prime Buchholz sold 3,569 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.19M.
Vanguard Morningstar Large-Cap ETF made up 2.3% of Prime Buchholz's portfolio in Q2 2026, its #15 holding.
Prime Buchholz first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Prime Buchholz's Vanguard Morningstar Large-Cap ETF position peaked at $12.7M in Q2 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Prime Buchholz's 13F filing for Q2 2026, filed 13 Aug 2026.