SigFig Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

SigFig Wealth 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	$4.34M	Sell	12,715 -635	-5%	-$212K	0.12%	53
2026 Q1	$3.99M	Buy	13,350 +1,316	+11%	+$412K	0.12%	56
2025 Q4	$3.79M	Sell	12,034 -182	-1%	-$56.8K	0.11%	68
2025 Q3	$3.75M	Sell	12,216 -1,505	-11%	-$446K	0.12%	66
2025 Q2	$3.9M	Buy	13,721 +1,014	+8%	+$267K	0.13%	66
2025 Q1	$3.25M	Buy	12,707 +483	+4%	+$131K	0.12%	63
2024 Q4	$3.31M	Sell	12,224 -488	-4%	-$132K	0.12%	65
2024 Q3	$3.33M	Sell	12,712 -1,031	-8%	-$262K	0.12%	63
2024 Q2	$3.43M	Buy	13,743 +9	+0.1%	+$2.16K	0.13%	61
2024 Q1	$3.29M	Sell	13,734 -896	-6%	-$205K	0.12%	64
2023 Q4	$3.19M	Sell	14,630 -1,863	-11%	-$381K	0.12%	64
2023 Q3	$3.23M	Sell	16,493 -676	-4%	-$138K	0.13%	62
2023 Q2	$3.44M	Sell	17,169 -818	-5%	-$157K	0.13%	63
2023 Q1	$3.36M	Buy	17,987 +2,507	+16%	+$456K	0.19%	56
2022 Q4	$2.7M	Sell	15,480 -108	-0.7%	-$18.9K	0.13%	58
2022 Q3	$2.59M	Sell	15,588 -2,857	-15%	-$519K	0.14%	56
2022 Q2	$3.18M	Buy	18,445 +7,768	+73%	+$1.46M	0.16%	49
2022 Q1	$2.23M	Buy	10,677 +3,434	+47%	+$705K	0.11%	53
2021 Q4	$1.6M	Buy	7,243 +18	+0.2%	+$3.86K	0.07%	58
2021 Q3	$1.45M	Sell	7,225 -1,669	-19%	-$345K	0.07%	58
2021 Q2	$1.78M	Buy	8,894 +415	+5%	+$81K	0.09%	52
2021 Q1	$1.57M	Buy	8,479 +295	+4%	+$53.5K	0.1%	50
2020 Q4	$1.44M	Buy	8,184 +819	+11%	+$136K	0.1%	45
2020 Q3	$1.14M	Sell	7,365 -797	-10%	-$123K	0.1%	44
2020 Q2	$1.17M	Buy	8,162 +4,536	+125%	+$613K	0.12%	38
2020 Q1	$429K	Buy	3,626 +480	+15%	+$67.4K	0.06%	45
2019 Q4	$465K	Sell	3,146 -447	-12%	-$63.2K	0.06%	42
2019 Q3	$490K	Buy	3,593 +67	+2%	+$9.09K	0.07%	41
2019 Q2	$475K	Buy	3,526 +266	+8%	+$35.2K	0.07%	45
2019 Q1	$423K	Buy	3,260 +276	+9%	+$34.5K	0.08%	44
2018 Q4	$340K	Buy	+2,984	New	+$369K	0.07%	46

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

SigFig Wealth Management's VV Position: Q2 2026 in Review

SigFig Wealth Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.8% in Q2 2026, selling an estimated $212K and leaving 12,715 shares worth $4.34M. The position accounts for 0.12% of the portfolio, ranked #53.

SigFig Wealth Management first reported a position in VV in Q4 2018 and has held it in 31 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

SigFig Wealth Management held 12,715 shares of Vanguard Morningstar Large-Cap ETF worth $4.34M as of Q2 2026.
SigFig Wealth Management sold 635 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $212K.
Vanguard Morningstar Large-Cap ETF made up 0.12% of SigFig Wealth Management's portfolio in Q2 2026, its #53 holding.
SigFig Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.