Smartleaf Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Smartleaf Asset Management’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	$280K	Hold	822	–	–	0.01%	709
2026 Q1	$239K	Buy	822 +656	+395%	+$205K	0.01%	723
2025 Q4	$52.7K	Buy	166 +36	+28%	+$11.2K	﹤0.01%	1529
2025 Q3	$39.9K	Buy	130 +60	+86%	+$17.8K	﹤0.01%	1499
2025 Q2	$19.9K	Sell	70 -393	-85%	-$104K	﹤0.01%	1555
2025 Q1	$118K	Buy	463 +393	+561%	+$106K	0.01%	767
2024 Q4	$19K	Hold	70	–	–	﹤0.01%	1671
2024 Q3	$18.3K	Hold	70	–	–	﹤0.01%	1392
2024 Q2	$17.6K	Hold	70	–	–	﹤0.01%	1092
2024 Q1	$16.8K	Buy	70 +10	+17%	+$2.29K	﹤0.01%	892
2023 Q4	$13.1K	Buy	+60	New	+$12.3K	﹤0.01%	729

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

Smartleaf Asset Management's VV Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 822 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #709.

Smartleaf Asset Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Smartleaf Asset Management held 822 shares of Vanguard Morningstar Large-Cap ETF worth $280K as of Q2 2026.
Smartleaf Asset Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #709 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.