Sand Hill Global Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sand Hill Global 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 Q2	$2.61M	Sell	7,600 -115	-1%	-$38.4K	0.08%	105
2026 Q1	$2.31M	Hold	7,715	–	–	0.08%	98
2025 Q4	$2.43M	Sell	7,715 -223	-3%	-$69.6K	0.08%	96
2025 Q3	$2.44M	Hold	7,938	–	–	0.09%	99
2025 Q2	$2.26M	Hold	7,938	–	–	0.08%	98
2025 Q1	$2.04M	Hold	7,938	–	–	0.08%	96
2024 Q4	$2.14M	Sell	7,938 -72	-0.9%	-$19.5K	0.09%	94
2024 Q3	$2.11M	Sell	8,010 -6,619	-45%	-$1.68M	0.09%	91
2024 Q2	$3.65M	Buy	14,629 +10,939	+296%	+$2.63M	0.17%	77
2024 Q1	$885K	Hold	3,690	–	–	0.04%	102
2023 Q4	$805K	Hold	3,690	–	–	0.04%	105
2023 Q3	$722K	Hold	3,690	–	–	0.04%	102
2023 Q2	$748K	Hold	3,690	–	–	0.04%	102
2023 Q1	$689K	Hold	3,690	–	–	0.04%	106
2022 Q4	$643K	Hold	3,690	–	–	0.04%	112
2022 Q3	$604K	Hold	3,690	–	–	0.04%	111
2022 Q2	$636K	Hold	3,690	–	–	0.04%	106
2022 Q1	$769K	Hold	3,690	–	–	0.04%	98
2021 Q4	$816K	Hold	3,690	–	–	0.05%	96
2021 Q3	$741K	Hold	3,690	–	–	0.05%	98
2021 Q2	$741K	Sell	3,690 -51	-1%	-$9.95K	0.05%	97
2021 Q1	$693K	Hold	3,741	–	–	0.05%	92
2020 Q4	$657K	Hold	3,741	–	–	0.04%	96
2020 Q3	$585K	Hold	3,741	–	–	0.04%	94
2020 Q2	$535K	Hold	3,741	–	–	0.04%	94
2020 Q1	$443K	Hold	3,741	–	–	0.04%	90
2019 Q4	$553K	Buy	+3,741	New	+$529K	0.05%	100

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

Sand Hill Global Advisors's VV Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.5% in Q2 2026, selling an estimated $38.4K and leaving 7,600 shares worth $2.61M. The position accounts for 0.08% of the portfolio, ranked #105.

Sand Hill Global Advisors first reported a position in VV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.65M in Q2 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Sand Hill Global Advisors held 7,600 shares of Vanguard Morningstar Large-Cap ETF worth $2.61M as of Q2 2026.
Sand Hill Global Advisors sold 115 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $38.4K.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Sand Hill Global Advisors's portfolio in Q2 2026, its #105 holding.
Sand Hill Global Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Sand Hill Global Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $3.65M in Q2 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.