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

Sapient Capital’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
Q3 		$4.16M Buy
11,813
+4
+0% +$1.4K 0.06% 117
2026
Q2 		$4.06M Sell
11,809
-186
-2% -$62K 0.05% 120
2026
Q1 		$3.58M Buy
11,995
+102
+0.9% +$31.9K 0.05% 126
2025
Q4 		$3.77M Buy
11,893
+130
+1% +$40.6K 0.05% 119
2025
Q3 		$3.62M Buy
11,763
+5
+0% +$1.48K 0.06% 115
2025
Q2 		$3.36M Buy
11,758
+1,548
+15% +$408K 0.06% 115
2025
Q1 		$2.62M Hold
10,210
– – 0.05% 126
2024
Q4 		$2.75M Buy
+10,210
New +$2.77M 0.05% 123

Other funds holding VV

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Sapient Capital's VV Position: Q3 2026 in Review

Sapient Capital increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.03% in Q3 2026, buying an estimated $1.4K and bringing the position to 11,813 shares worth $4.16M. The position accounts for 0.06% of the portfolio, ranked #117.

Sapient Capital first reported a position in VV in Q4 2024 and has held it in 8 quarters since. 94 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Sapient Capital held 11,813 shares of Vanguard Morningstar Large-Cap ETF worth $4.16M as of Q3 2026.
  • Sapient Capital bought 4 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.06% of Sapient Capital's portfolio in Q3 2026, its #117 holding.
  • Sapient Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 94 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.