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

SkyOak 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	$414K	Hold	1,203	–	–	0.07%	150
2026 Q1	$360K	Hold	1,203	–	–	0.07%	158
2025 Q4	$379K	Hold	1,203	–	–	0.07%	155
2025 Q3	$370K	Sell	1,203 -114	-9%	-$33.8K	0.07%	158
2025 Q2	$376K	Hold	1,317	–	–	0.08%	147
2025 Q1	$339K	Buy	1,317 +128	+11%	+$34.7K	0.07%	154
2024 Q4	$321K	Buy	1,189 +325	+38%	+$88.1K	0.07%	168
2024 Q3	$227K	Hold	864	–	–	0.05%	212
2024 Q2	$216K	Hold	864	–	–	0.05%	220
2024 Q1	$207K	Buy	+864	New	+$198K	0.05%	226

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

SkyOak Wealth's VV Position: Q2 2026 in Review

SkyOak Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,203 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #150.

SkyOak Wealth first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

SkyOak Wealth held 1,203 shares of Vanguard Morningstar Large-Cap ETF worth $414K as of Q2 2026.
SkyOak Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.07% of SkyOak Wealth's portfolio in Q2 2026, its #150 holding.
SkyOak Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.