Signature Estate & Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Signature Estate & Investment Advisors’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	$851K	Sell	2,474 -4,254	-63%	-$1.42M	0.02%	310
2026 Q1	$2.01M	Sell	6,728 -58	-0.9%	-$18.1K	0.04%	170
2025 Q4	$2.14M	Sell	6,786 -267	-4%	-$83.4K	0.04%	159
2025 Q3	$2.17M	Buy	7,053 +313	+5%	+$92.7K	0.05%	158
2025 Q2	$1.92M	Buy	6,740 +105	+2%	+$27.7K	0.04%	157
2025 Q1	$1.71M	Sell	6,635 -87	-1%	-$23.6K	0.04%	159
2024 Q4	$1.81M	Sell	6,722 -329	-5%	-$89.1K	0.05%	146
2024 Q3	$1.86M	Buy	7,051 +28	+0.4%	+$7.1K	0.04%	143
2024 Q2	$1.75M	Buy	+7,023	New	+$1.69M	0.04%	141
2019 Q2	–	Sell	-4,750	Closed	-$617K	–	164
2019 Q1	$617K	Sell	4,750 -775	-14%	-$96.9K	0.04%	113
2018 Q4	$635K	Hold	5,525	–	–	0.06%	110
2018 Q3	$738K	Buy	+5,525	New	+$724K	0.07%	95

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Signature Estate & Investment Advisors's VV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 63% in Q2 2026, selling an estimated $1.42M and leaving 2,474 shares worth $851K. The position accounts for 0.02% of the portfolio, ranked #310.

Signature Estate & Investment Advisors first reported a position in VV in Q3 2018 and has held it in 12 quarters since. The position peaked at $2.17M in Q3 2025. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Signature Estate & Investment Advisors held 2,474 shares of Vanguard Morningstar Large-Cap ETF worth $851K as of Q2 2026.
Signature Estate & Investment Advisors sold 4,254 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.42M.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #310 holding.
Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and has held it in 12 quarters since.
Signature Estate & Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $2.17M in Q3 2025.
944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.