Stratos Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Stratos Investment 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	$1.06M	Sell	3,079 -27	-0.9%	-$9.01K	0.04%	180
2026 Q1	$928K	Buy	3,106 +30	+1%	+$9.39K	0.04%	185
2025 Q4	$968K	Buy	3,076 +3	+0.1%	+$937	0.04%	174
2025 Q3	$946K	Buy	3,073 +2	+0.1%	+$592	0.04%	176
2025 Q2	$876K	Hold	3,071	–	–	0.04%	194
2025 Q1	$789K	Buy	3,071 +2	+0.1%	+$542	0.04%	174
2024 Q4	$828K	Buy	3,069 +4	+0.1%	+$1.08K	0.05%	137
2024 Q3	$807K	Buy	3,065 +11	+0.4%	+$2.79K	0.06%	127
2024 Q2	$763K	Hold	3,054	–	–	0.06%	129
2024 Q1	$732K	Buy	3,054 +10	+0.3%	+$2.29K	0.07%	121
2023 Q4	$664K	Buy	3,044 +13	+0.4%	+$2.66K	0.08%	111
2023 Q3	$593K	Buy	3,031 +11	+0.4%	+$2.24K	0.09%	105
2023 Q2	$612K	Buy	3,020 +11	+0.4%	+$2.11K	0.09%	104
2023 Q1	$562K	Buy	3,009 +12	+0.4%	+$2.19K	0.09%	108
2022 Q4	$522K	Buy	2,997 +14	+0.5%	+$2.46K	0.09%	111
2022 Q3	$488K	Buy	2,983 +13	+0.4%	+$2.36K	0.1%	109
2022 Q2	$512K	Buy	2,970 +11	+0.4%	+$2.06K	0.1%	108
2022 Q1	$617K	Buy	2,959 +10	+0.3%	+$2.05K	0.1%	109
2021 Q4	$652K	Buy	2,949 +10	+0.3%	+$2.14K	0.1%	113
2021 Q3	$591K	Buy	+2,939	New	+$607K	0.1%	131

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

Stratos Investment Management's VV Position: Q2 2026 in Review

Stratos Investment Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.87% in Q2 2026, selling an estimated $9.01K and leaving 3,079 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #180.

Stratos Investment Management first reported a position in VV in Q3 2021 and has held it in 20 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Stratos Investment Management held 3,079 shares of Vanguard Morningstar Large-Cap ETF worth $1.06M as of Q2 2026.
Stratos Investment Management sold 27 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $9.01K.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Stratos Investment Management's portfolio in Q2 2026, its #180 holding.
Stratos Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.