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

Simplicity Wealth’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	$873K	Sell	2,537 -4,666	-65%	-$1.56M	0.03%	467
2026 Q1	$2.15M	Buy	7,203 +247	+4%	+$77.3K	0.12%	170
2025 Q4	$2.19M	Sell	6,956 -325	-4%	-$101K	0.13%	169
2025 Q3	$2.24M	Buy	+7,281	New	+$2.16M	0.13%	170
2025 Q2	–	Sell	-7,089	Closed	-$1.82M	–	668
2025 Q1	$1.82M	Buy	+7,089	New	+$1.92M	0.14%	162
2024 Q3	–	Sell	-602,079	Closed	-$150M	–	1207
2024 Q2	$150M	Buy	602,079 +20,188	+3%	+$4.85M	3.4%	1
2024 Q1	$140M	Buy	+581,891	New	+$133M	3.32%	1

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

Simplicity Wealth's VV Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 65% in Q2 2026, selling an estimated $1.56M and leaving 2,537 shares worth $873K. The position accounts for 0.03% of the portfolio, ranked #467.

Simplicity Wealth first reported a position in VV in Q1 2024 and has held it in 7 quarters since. The position peaked at $150M in Q2 2024. 1,011 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Simplicity Wealth held 2,537 shares of Vanguard Morningstar Large-Cap ETF worth $873K as of Q2 2026.
Simplicity Wealth sold 4,666 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.56M.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #467 holding.
Simplicity Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's Vanguard Morningstar Large-Cap ETF position peaked at $150M in Q2 2024.
1,011 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.