Sloy Dahl & Holst’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sloy Dahl & Holst’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 Q1	$1.55M	Buy	5,196 +178	+4%	+$55.7K	0.21%	32
2025 Q4	$1.58M	Buy	5,018 +1,564	+45%	+$488K	0.19%	33
2025 Q3	$1.06M	Buy	3,454 +192	+6%	+$56.9K	0.11%	45
2025 Q2	$931K	Buy	3,262 +17	+0.5%	+$4.48K	0.13%	45
2025 Q1	$834K	Sell	3,245 -388	-11%	-$105K	0.15%	48
2024 Q4	$980K	Buy	3,633 +474	+15%	+$128K	0.12%	37
2024 Q3	$832K	Sell	3,159 -70	-2%	-$17.8K	0.14%	38
2024 Q2	$806K	Sell	3,229 -30	-0.9%	-$7.21K	0.17%	32
2024 Q1	$781K	Buy	3,259 +43	+1%	+$9.84K	0.18%	34
2023 Q4	$702K	Sell	3,216 -11	-0.3%	-$2.25K	0.14%	37
2023 Q3	$631K	Buy	3,227 +432	+15%	+$88K	0.14%	33
2023 Q2	$567K	Buy	2,795 +953	+52%	+$183K	0.1%	35
2023 Q1	$344K	Buy	+1,842	New	+$335K	0.08%	45

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $173B AUM 20.72% 1-Year Est. Return

Sloy Dahl & Holst's VV Position: Q1 2026 in Review

Sloy Dahl & Holst increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.5% in Q1 2026, buying an estimated $55.7K and bringing the position to 5,196 shares worth $1.55M. The position accounts for 0.21% of the portfolio, ranked #32.

Sloy Dahl & Holst first reported a position in VV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.58M in Q4 2025. 1,311 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Sloy Dahl & Holst held 5,196 shares of Vanguard Morningstar Large-Cap ETF worth $1.55M as of Q1 2026.
Sloy Dahl & Holst bought 178 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $55.7K.
Vanguard Morningstar Large-Cap ETF made up 0.21% of Sloy Dahl & Holst's portfolio in Q1 2026, its #32 holding.
Sloy Dahl & Holst first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Sloy Dahl & Holst's Vanguard Morningstar Large-Cap ETF position peaked at $1.58M in Q4 2025.
1,311 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.