SoundView Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

SoundView Advisors’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	$4.47M	Buy	12,994 +20	+0.2%	+$6.67K	1.46%	12
2026 Q1	$3.88M	Sell	12,974 -36	-0.3%	-$11.3K	1.38%	11
2025 Q4	$4.09M	Buy	+13,010	New	+$4.06M	1.43%	12
2025 Q3	–	Sell	-12,998	Closed	-$3.71M	–	41
2025 Q2	$3.71M	Buy	12,998 +2,797	+27%	+$737K	1.37%	13
2025 Q1	$2.62M	Buy	10,201 +34	+0.3%	+$9.21K	1.08%	15
2024 Q4	$2.74M	Buy	+10,167	New	+$2.75M	1.13%	15

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

SoundView Advisors's VV Position: Q2 2026 in Review

SoundView Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.15% in Q2 2026, buying an estimated $6.67K and bringing the position to 12,994 shares worth $4.47M. The position accounts for 1.46% of the portfolio, ranked #12.

SoundView Advisors first reported a position in VV in Q4 2024 and has held it in 6 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

SoundView Advisors held 12,994 shares of Vanguard Morningstar Large-Cap ETF worth $4.47M as of Q2 2026.
SoundView Advisors bought 20 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $6.67K.
Vanguard Morningstar Large-Cap ETF made up 1.46% of SoundView Advisors's portfolio in Q2 2026, its #12 holding.
SoundView Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on SoundView Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.