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

Schoolcraft 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
Q2 		$298K Sell
866
-30
-3% -$10K 0.05% 61
2026
Q1 		$268K Sell
896
-113
-11% -$35.4K 0.05% 61
2025
Q4 		$318K Sell
1,009
-32
-3% -$9.99K 0.06% 58
2025
Q3 		$320K Sell
1,041
-43
-4% -$12.7K 0.06% 57
2025
Q2 		$309K Hold
1,084
– – 0.06% 58
2025
Q1 		$279K Sell
1,084
-152
-12% -$41.2K 0.05% 65
2024
Q4 		$333K Sell
1,236
-23
-2% -$6.23K 0.07% 61
2024
Q3 		$331K Sell
1,259
-117
-9% -$29.7K 0.07% 59
2024
Q2 		$343K Hold
1,376
– – 0.07% 57
2024
Q1 		$330K Hold
1,376
– – 0.08% 52
2023
Q4 		$300K Hold
1,376
– – 0.08% 54
2023
Q3 		$269K Sell
1,376
-96
-7% -$19.6K 0.08% 63
2023
Q2 		$298K Sell
1,472
-118
-7% -$22.6K 0.08% 58
2023
Q1 		$297K Sell
1,590
-161
-9% -$29.3K 0.09% 50
2022
Q4 		$305K Sell
1,751
-103
-6% -$18.1K 0.09% 45
2022
Q3 		$303K Hold
1,854
– – 0.1% 45
2022
Q2 		$320K Hold
1,854
– – 0.1% 42
2022
Q1 		$387K Hold
1,854
– – 0.12% 40
2021
Q4 		$410K Sell
1,854
-47
-2% -$10.1K 0.12% 39
2021
Q3 		$382K Sell
1,901
-122
-6% -$25.2K 0.13% 38
2021
Q2 		$406K Sell
2,023
-113
-5% -$22.1K 0.15% 38
2021
Q1 		$396K Sell
2,136
-28
-1% -$5.07K 0.16% 35
2020
Q4 		$380K Sell
2,164
-59
-3% -$9.8K 0.16% 32
2020
Q3 		$348K Sell
2,223
-398
-15% -$61.4K 0.16% 33
2020
Q2 		$375K Sell
2,621
-125
-5% -$16.9K 0.19% 33
2020
Q1 		$325K Hold
2,746
– – 0.2% 40
2019
Q4 		$406K Hold
2,746
– – 0.21% 45
2019
Q3 		$374K Sell
2,746
-121
-4% -$16.4K 0.21% 41
2019
Q2 		$386K Buy
2,867
+16
+0.6% +$2.12K 0.23% 37
2019
Q1 		$370K Buy
+2,851
New +$356K 0.24% 33

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Schoolcraft Capital's VV Position: Q2 2026 in Review

Schoolcraft Capital reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.3% in Q2 2026, selling an estimated $10K and leaving 866 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #61.

Schoolcraft Capital first reported a position in VV in Q1 2019 and has held it in 30 quarters since. The position peaked at $410K in Q4 2021. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Schoolcraft Capital held 866 shares of Vanguard Morningstar Large-Cap ETF worth $298K as of Q2 2026.
  • Schoolcraft Capital sold 30 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Schoolcraft Capital's portfolio in Q2 2026, its #61 holding.
  • Schoolcraft Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Schoolcraft Capital's Vanguard Morningstar Large-Cap ETF position peaked at $410K in Q4 2021.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.