Strategic Equity Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Strategic Equity Management’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	$22.8M	Buy	66,322 +283	+0.4%	+$94.4K	7.66%	3
2026 Q1	$19.7M	Sell	66,039 -5,754	-8%	-$1.8M	7.42%	3
2025 Q4	$22.6M	Buy	71,793 +13,941	+24%	+$4.35M	7.66%	3
2025 Q3	$17.8M	Buy	57,852 +146	+0.3%	+$43.2K	6.6%	5
2025 Q2	$16.5M	Sell	57,706 -25,541	-31%	-$6.73M	6.06%	5
2025 Q1	$21.4M	Buy	83,247 +10,725	+15%	+$2.91M	8.99%	3
2024 Q4	$19.6M	Buy	72,522 +14,780	+26%	+$4M	8.24%	4
2024 Q3	$15.2M	Buy	57,742 +23,079	+67%	+$5.86M	7.21%	5
2024 Q2	$8.65M	Buy	34,663 +16,468	+91%	+$3.96M	5.64%	5
2024 Q1	$4.36M	Buy	18,195 +16,922	+1,329%	+$3.87M	3.64%	9
2023 Q4	$278K	Buy	+1,273	New	+$260K	0.31%	23

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

Strategic Equity Management's VV Position: Q2 2026 in Review

Strategic Equity Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.43% in Q2 2026, buying an estimated $94.4K and bringing the position to 66,322 shares worth $22.8M. The position accounts for 7.66% of the portfolio, ranked #3.

Strategic Equity Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Strategic Equity Management held 66,322 shares of Vanguard Morningstar Large-Cap ETF worth $22.8M as of Q2 2026.
Strategic Equity Management bought 283 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $94.4K.
Vanguard Morningstar Large-Cap ETF made up 7.66% of Strategic Equity Management's portfolio in Q2 2026, its #3 holding.
Strategic Equity Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.