Sittner & Nelson’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sittner & Nelson’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	$17.5K	Hold	51	–	–	0.01%	393
2026 Q1	$15.2K	Hold	51	–	–	0.01%	409
2025 Q4	$16.2K	Hold	51	–	–	0.01%	367
2025 Q3	$15.7K	Hold	51	–	–	0.01%	343
2025 Q2	$14.6K	Hold	51	–	–	0.01%	346
2025 Q1	$13.1K	Buy	+51	New	+$13.8K	0.01%	344

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

Sittner & Nelson's VV Position: Q2 2026 in Review

Sittner & Nelson held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 51 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #393.

Sittner & Nelson first reported a position in VV in Q1 2025 and has held it in 6 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Sittner & Nelson held 51 shares of Vanguard Morningstar Large-Cap ETF worth $17.5K as of Q2 2026.
Sittner & Nelson left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #393 holding.
Sittner & Nelson first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.