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

Rebalance’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	$1.87M	Hold	5,449	–	–	0.1%	50
2026 Q1	$1.63M	Hold	5,449	–	–	0.09%	53
2025 Q4	$1.72M	Buy	5,449 +49	+0.9%	+$15.3K	0.1%	52
2025 Q3	$1.66M	Hold	5,400	–	–	0.1%	52
2025 Q2	$1.54M	Hold	5,400	–	–	0.1%	53
2025 Q1	$1.39M	Hold	5,400	–	–	0.1%	51
2024 Q4	$1.46M	Hold	5,400	–	–	0.11%	45
2024 Q3	$1.42M	Hold	5,400	–	–	0.1%	50
2024 Q2	$1.35M	Hold	5,400	–	–	0.11%	50
2024 Q1	$1.29M	Hold	5,400	–	–	0.11%	52
2023 Q4	$1.18M	Hold	5,400	–	–	0.1%	52
2023 Q3	$1.06M	Hold	5,400	–	–	0.1%	48
2023 Q2	$1.09M	Buy	+5,400	New	+$1.04M	0.1%	48

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

Rebalance's VV Position: Q2 2026 in Review

Rebalance held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 5,449 shares worth $1.87M. The position accounts for 0.1% of the portfolio, ranked #50.

Rebalance first reported a position in VV in Q2 2023 and has held it in 13 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Rebalance held 5,449 shares of Vanguard Morningstar Large-Cap ETF worth $1.87M as of Q2 2026.
Rebalance left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.1% of Rebalance's portfolio in Q2 2026, its #50 holding.
Rebalance first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.