Simon Quick Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Simon Quick 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	$5.23M	Sell	15,196 -730	-5%	-$244K	0.21%	76
2026 Q1	$4.76M	Sell	15,926 -2,768	-15%	-$866K	0.22%	73
2025 Q4	$5.88M	Hold	18,694	–	–	0.26%	64
2025 Q3	$5.76M	Buy	18,694 +14,446	+340%	+$4.28M	0.26%	56
2025 Q2	$1.21M	Sell	4,248 -746	-15%	-$197K	0.06%	169
2025 Q1	$1.28M	Hold	4,994	–	–	0.07%	133
2024 Q4	$1.35M	Hold	4,994	–	–	0.08%	111
2024 Q3	$1.31M	Hold	4,994	–	–	0.08%	111
2024 Q2	$1.25M	Hold	4,994	–	–	0.09%	105
2024 Q1	$1.2M	Buy	4,994 +1	+0%	+$229	0.09%	115
2023 Q4	$1.09M	Buy	4,993 +1	+0%	+$204	0.1%	104
2023 Q3	$977K	Buy	+4,992	New	+$1.02M	0.09%	111

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

Simon Quick Advisors's VV Position: Q2 2026 in Review

Simon Quick Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.6% in Q2 2026, selling an estimated $244K and leaving 15,196 shares worth $5.23M. The position accounts for 0.21% of the portfolio, ranked #76.

Simon Quick Advisors first reported a position in VV in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.88M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Simon Quick Advisors held 15,196 shares of Vanguard Morningstar Large-Cap ETF worth $5.23M as of Q2 2026.
Simon Quick Advisors sold 730 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $244K.
Vanguard Morningstar Large-Cap ETF made up 0.21% of Simon Quick Advisors's portfolio in Q2 2026, its #76 holding.
Simon Quick Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Simon Quick Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $5.88M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.