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

Sovran 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	$847K	Sell	2,485 -6	-0.2%	-$2K	0.06%	282
2026 Q1	$823K	Sell	2,491 -34	-1%	-$10.6K	0.06%	271
2025 Q4	$805K	Sell	2,525 -7	-0.3%	-$2.19K	0.07%	266
2025 Q3	$796K	Sell	2,532 -3	-0.1%	-$888	0.07%	252
2025 Q2	$726K	Sell	2,535 -49	-2%	-$12.9K	0.08%	252
2025 Q1	$627K	Buy	2,584 +221	+9%	+$59.9K	0.08%	247
2024 Q4	$634K	Buy	+2,363	New	+$640K	0.09%	226

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

Sovran Advisors's VV Position: Q2 2026 in Review

Sovran Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.24% in Q2 2026, selling an estimated $2K and leaving 2,485 shares worth $847K. The position accounts for 0.06% of the portfolio, ranked #282.

Sovran Advisors first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Sovran Advisors held 2,485 shares of Vanguard Morningstar Large-Cap ETF worth $847K as of Q2 2026.
Sovran Advisors sold 6 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2K.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Sovran Advisors's portfolio in Q2 2026, its #282 holding.
Sovran Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.