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Soundwatch Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Soundwatch Capital’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 		$8.62M Sell
25,068
-107
-0.4% -$35.7K 0.96% 7
2026
Q1 		$7.52M Buy
25,175
+156
+0.6% +$48.8K 0.95% 5
2025
Q4 		$7.88M Hold
25,019
– – 1.22% 5
2025
Q3 		$7.7M Buy
25,019
+4,093
+20% +$1.21M 1.24% 5
2025
Q2 		$5.58M Buy
20,926
+1,066
+5% +$281K 0.95% 19
2025
Q1 		$5.1M Sell
19,860
-5,766
-23% -$1.56M 2.32% 5
2024
Q4 		$6.91M Buy
25,626
+213
+0.8% +$57.7K 0.73% 5
2024
Q3 		$6.69M Buy
+25,413
New +$6.45M 1.06% 5
2024
Q2 		– Sell
-25,413
Closed -$6.09M – 18
2024
Q1 		$6.09M Buy
25,413
+5,770
+29% +$1.32M 1.19% 4
2023
Q4 		$4.28M Sell
19,643
-9,463
-33% -$1.93M 2.06% 5
2023
Q3 		$5.7M Buy
29,106
+5,764
+25% +$1.17M 1.23% 6
2023
Q2 		$5.77M Sell
23,342
-5,764
-20% -$1.1M 1.47% 6
2023
Q1 		$5.44M Buy
29,106
+21,434
+279% +$3.9M 1.25% 6
2022
Q4 		$1.34M Sell
7,672
-3,966
-34% -$696K 1.35% 5
2022
Q3 		$1.9M Buy
11,638
+7,820
+205% +$1.42M 1.85% 4
2022
Q2 		$658K Sell
3,818
-3,320
-47% -$623K 0.63% 5
2022
Q1 		$1.49M Sell
7,138
-15,468
-68% -$3.18M 1.34% 3
2021
Q4 		$5M Sell
22,606
-6,500
-22% -$1.39M 1.07% 6
2021
Q3 		$5.85M Buy
+29,106
New +$6.02M 0.59% 6
2021
Q2 		– Sell
-23,330
Closed -$4.32M – 24
2021
Q1 		$4.32M Hold
23,330
– – 1.58% 4
2020
Q4 		$4.1M Buy
23,330
+256
+1% +$42.5K 2.78% 3
2020
Q3 		$3.61M Sell
23,074
-13,395
-37% -$2.07M 1.17% 6
2020
Q2 		$4.89M Buy
36,469
+23,074
+172% +$3.12M 2.94% 5
2020
Q1 		$1.59M Buy
+13,395
New +$1.88M 1.12% 4

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Soundwatch Capital's VV Position: Q2 2026 in Review

Soundwatch Capital reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.43% in Q2 2026, selling an estimated $35.7K and leaving 25,068 shares worth $8.62M. The position accounts for 0.96% of the portfolio, ranked #7.

Soundwatch Capital first reported a position in VV in Q1 2020 and has held it in 24 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Soundwatch Capital held 25,068 shares of Vanguard Morningstar Large-Cap ETF worth $8.62M as of Q2 2026.
  • Soundwatch Capital sold 107 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $35.7K.
  • Vanguard Morningstar Large-Cap ETF made up 0.96% of Soundwatch Capital's portfolio in Q2 2026, its #7 holding.
  • Soundwatch Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.