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

Sonoma Private 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	$287K	Hold	835	–	–	0.31%	63
2026 Q1	$250K	Buy	835 +7	+0.8%	+$2.19K	0.31%	61
2025 Q4	$261K	Hold	828	–	–	0.31%	63
2025 Q3	$255K	Hold	828	–	–	0.3%	68
2025 Q2	$236K	Hold	828	–	–	0.29%	68
2025 Q1	$213K	Buy	+828	New	+$224K	0.3%	68

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

Sonoma Private Wealth's VV Position: Q2 2026 in Review

Sonoma Private Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 835 shares worth $287K. The position accounts for 0.31% of the portfolio, ranked #63.

Sonoma Private Wealth 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.

Sonoma Private Wealth held 835 shares of Vanguard Morningstar Large-Cap ETF worth $287K as of Q2 2026.
Sonoma Private Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.31% of Sonoma Private Wealth's portfolio in Q2 2026, its #63 holding.
Sonoma Private Wealth 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 Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.