Salomon & Ludwin’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Salomon & Ludwin’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	$807K	Sell	2,351 -142	-6%	-$47.4K	0.07%	101
2026 Q1	$751K	Sell	2,493 -39	-2%	-$12.2K	0.07%	97
2025 Q4	$804K	Buy	2,532 +54	+2%	+$16.9K	0.07%	95
2025 Q3	$766K	Sell	2,478 -154	-6%	-$45.6K	0.07%	95
2025 Q2	$753K	Hold	2,632	–	–	0.07%	88
2025 Q1	$677K	Sell	2,632 -258	-9%	-$69.9K	0.07%	90
2024 Q4	$779K	Sell	2,890 -151	-5%	-$40.9K	0.08%	84
2024 Q3	$801K	Hold	3,041	–	–	0.08%	88
2024 Q2	$759K	Sell	3,041 -158	-5%	-$38K	0.08%	91
2024 Q1	$767K	Sell	3,199 -787	-20%	-$180K	0.07%	103
2023 Q4	$780K	Hold	3,986	–	–	0.08%	91
2023 Q3	$780K	Hold	3,986	–	–	0.08%	91
2023 Q2	$808K	Hold	3,986	–	–	0.09%	87
2023 Q1	$745K	Hold	3,986	–	–	0.09%	87
2022 Q4	$694K	Hold	3,986	–	–	0.09%	89
2022 Q3	$652K	Hold	3,986	–	–	0.1%	76
2022 Q2	$687K	Buy	3,986 +54	+1%	+$10.1K	0.11%	64
2022 Q1	$820K	Hold	3,932	–	–	0.12%	50
2021 Q4	$869K	Sell	3,932 -1,218	-24%	-$261K	0.12%	49
2021 Q3	$1.03M	Hold	5,150	–	–	0.16%	45
2021 Q2	$1.03M	Sell	5,150 -539	-9%	-$105K	0.16%	43
2021 Q1	$1.05M	Hold	5,689	–	–	0.18%	41
2020 Q4	$1M	Hold	5,689	–	–	0.19%	41
2020 Q3	$890K	Hold	5,689	–	–	0.19%	41
2020 Q2	$814K	Hold	5,689	–	–	0.18%	42
2020 Q1	$674K	Hold	5,689	–	–	0.17%	34
2019 Q4	$841K	Hold	5,689	–	–	0.17%	26
2019 Q3	$776K	Hold	5,689	–	–	0.16%	27
2019 Q2	$766K	Hold	5,689	–	–	0.15%	27
2019 Q1	$738K	Hold	5,689	–	–	0.15%	26
2018 Q4	$653K	Buy	+5,689	New	+$704K	0.15%	25

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

Salomon & Ludwin's VV Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.7% in Q2 2026, selling an estimated $47.4K and leaving 2,351 shares worth $807K. The position accounts for 0.07% of the portfolio, ranked #101.

Salomon & Ludwin first reported a position in VV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.05M in Q1 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Salomon & Ludwin held 2,351 shares of Vanguard Morningstar Large-Cap ETF worth $807K as of Q2 2026.
Salomon & Ludwin sold 142 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $47.4K.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Salomon & Ludwin's portfolio in Q2 2026, its #101 holding.
Salomon & Ludwin first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Salomon & Ludwin's Vanguard Morningstar Large-Cap ETF position peaked at $1.05M in Q1 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.