Secure Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Secure Asset Management’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	$1.95M	Sell	5,680 -533	-9%	-$178K	0.27%	98
2026 Q1	$1.86M	Sell	6,213 -2,203	-26%	-$689K	0.29%	93
2025 Q4	$2.65M	Sell	8,416 -564	-6%	-$176K	0.41%	64
2025 Q3	$2.78M	Sell	8,980 -4,572	-34%	-$1.35M	0.46%	59
2025 Q2	$3.87M	Buy	+13,552	New	+$3.57M	0.71%	26

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

Secure Asset Management's VV Position: Q2 2026 in Review

Secure Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.6% in Q2 2026, selling an estimated $178K and leaving 5,680 shares worth $1.95M. The position accounts for 0.27% of the portfolio, ranked #98.

Secure Asset Management first reported a position in VV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.87M in Q2 2025. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Secure Asset Management held 5,680 shares of Vanguard Morningstar Large-Cap ETF worth $1.95M as of Q2 2026.
Secure Asset Management sold 533 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $178K.
Vanguard Morningstar Large-Cap ETF made up 0.27% of Secure Asset Management's portfolio in Q2 2026, its #98 holding.
Secure Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Secure Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $3.87M in Q2 2025.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.