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

Scharf Investments’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	$733K	Buy	2,131 +1,451	+213%	+$484K	0.02%	63
2026 Q1	$203K	Sell	680 -1,088	-62%	-$340K	0.01%	69
2025 Q4	$557K	Buy	+1,768	New	+$552K	0.02%	65
2025 Q2	–	Sell	-800	Closed	-$206K	–	72
2025 Q1	$206K	Buy	+800	New	+$217K	0.01%	65
2024 Q1	–	Sell	-422	Closed	-$92.1K	–	66
2023 Q4	$92.1K	Buy	+422	New	+$86.3K	﹤0.01%	58
2023 Q1	–	Sell	-175	Closed	-$30.5K	–	51
2022 Q4	$30.5K	Buy	+175	New	+$30.7K	﹤0.01%	51
2022 Q1	–	Sell	-1,163	Closed	-$257K	–	55
2021 Q4	$257K	Buy	+1,163	New	+$249K	0.01%	52
2020 Q2	–	Sell	-6,486	Closed	-$768K	–	44
2020 Q1	$768K	Buy	+6,486	New	+$911K	0.04%	29
2019 Q1	–	Sell	-12,420	Closed	-$1.43M	–	46
2018 Q4	$1.43M	Buy	+12,420	New	+$1.54M	0.06%	32

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

Scharf Investments's VV Position: Q2 2026 in Review

Scharf Investments increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 213% in Q2 2026, buying an estimated $484K and bringing the position to 2,131 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #63.

Scharf Investments first reported a position in VV in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.43M in Q4 2018. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Scharf Investments held 2,131 shares of Vanguard Morningstar Large-Cap ETF worth $733K as of Q2 2026.
Scharf Investments bought 1,451 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $484K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Scharf Investments's portfolio in Q2 2026, its #63 holding.
Scharf Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 9 quarters since.
Scharf Investments's Vanguard Morningstar Large-Cap ETF position peaked at $1.43M in Q4 2018.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.