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

Stevens Capital Partners’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 Q1	$1.06M	Buy	3,544 +949	+37%	+$297K	0.25%	62
2025 Q4	$817K	Sell	2,595 -37	-1%	-$11.6K	0.21%	62
2025 Q3	$810K	Sell	2,632 -575	-18%	-$170K	0.24%	52
2025 Q2	$938K	Buy	3,207 +1	+0%	+$263	0.34%	42
2025 Q1	$824K	Buy	3,206 +150	+5%	+$40.6K	0.39%	37
2024 Q4	$824K	Buy	3,056 +1,632	+115%	+$442K	0.37%	35
2024 Q3	$375K	Buy	1,424 +4	+0.3%	+$1.01K	0.18%	50
2024 Q2	$355K	Sell	1,420 -301	-17%	-$72.3K	0.18%	49
2024 Q1	$413K	Buy	1,721 +712	+71%	+$163K	0.25%	43
2023 Q4	$220K	Buy	+1,009	New	+$206K	0.15%	50
2023 Q3	–	Sell	-1,002	Closed	-$203K	–	51
2023 Q2	$203K	Buy	+1,002	New	+$192K	0.16%	51

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stevens Capital Partners's VV Position: Q1 2026 in Review

Stevens Capital Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 37% in Q1 2026, buying an estimated $297K and bringing the position to 3,544 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #62.

Stevens Capital Partners first reported a position in VV in Q2 2023 and has held it in 11 quarters since. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Stevens Capital Partners held 3,544 shares of Vanguard Morningstar Large-Cap ETF worth $1.06M as of Q1 2026.
Stevens Capital Partners bought 949 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $297K.
Vanguard Morningstar Large-Cap ETF made up 0.25% of Stevens Capital Partners's portfolio in Q1 2026, its #62 holding.
Stevens Capital Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 11 quarters since.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.