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

Scotia 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	$386K	Sell	1,123 -6	-0.5%	-$2K	﹤0.01%	749
2026 Q1	$337K	Buy	1,129 +39	+4%	+$12.2K	﹤0.01%	744
2025 Q4	$343K	Sell	1,090 -21	-2%	-$6.56K	﹤0.01%	718
2025 Q3	$342K	Buy	1,111 +141	+15%	+$41.7K	﹤0.01%	736
2025 Q2	$277K	Hold	970	–	–	﹤0.01%	734
2025 Q1	$249K	Sell	970 -230	-19%	-$62.3K	﹤0.01%	731
2024 Q4	$324K	Sell	1,200 -44	-4%	-$11.9K	﹤0.01%	687
2024 Q3	$328K	Buy	1,244 +3	+0.2%	+$761	﹤0.01%	681
2024 Q2	$310K	Buy	1,241 +200	+19%	+$48K	﹤0.01%	675
2024 Q1	$250K	Buy	1,041 +61	+6%	+$14K	﹤0.01%	722
2023 Q4	$214K	Sell	980 -1,139	-54%	-$233K	﹤0.01%	732
2023 Q3	$416K	Buy	2,119 +1,111	+110%	+$226K	﹤0.01%	586
2023 Q2	$204K	Buy	+1,008	New	+$193K	﹤0.01%	727

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

Scotia Capital's VV Position: Q2 2026 in Review

Scotia Capital reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.53% in Q2 2026, selling an estimated $2K and leaving 1,123 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Scotia Capital first reported a position in VV in Q2 2023 and has held it in 13 quarters since. The position peaked at $416K in Q3 2023. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Scotia Capital held 1,123 shares of Vanguard Morningstar Large-Cap ETF worth $386K as of Q2 2026.
Scotia Capital sold 6 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Scotia Capital's portfolio in Q2 2026, its #749 holding.
Scotia Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Scotia Capital's Vanguard Morningstar Large-Cap ETF position peaked at $416K in Q3 2023.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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