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

SBI Securities’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	$298K	Sell	866 -100	-10%	-$33.4K	0.01%	544
2026 Q1	$289K	Buy	966 +1	+0.1%	+$313	0.01%	534
2025 Q4	$304K	Buy	965 +1	+0.1%	+$312	0.01%	501
2025 Q3	$297K	Hold	964	–	–	0.01%	519
2025 Q2	$275K	Hold	964	–	–	0.01%	494
2025 Q1	$248K	Sell	964 -102	-10%	-$27.6K	0.01%	486
2024 Q4	$288K	Buy	+1,066	New	+$289K	0.01%	446

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

SBI Securities's VV Position: Q2 2026 in Review

SBI Securities reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 10% in Q2 2026, selling an estimated $33.4K and leaving 866 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #544.

SBI Securities first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $304K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

SBI Securities held 866 shares of Vanguard Morningstar Large-Cap ETF worth $298K as of Q2 2026.
SBI Securities sold 100 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $33.4K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of SBI Securities's portfolio in Q2 2026, its #544 holding.
SBI Securities first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Vanguard Morningstar Large-Cap ETF position peaked at $304K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.