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

Studio 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	$2.35M	Buy	6,821 +1,609	+31%	+$537K	0.4%	51
2026 Q1	$1.56M	Buy	5,212 +888	+21%	+$278K	0.28%	60
2025 Q4	$1.36M	Buy	4,324 +872	+25%	+$272K	0.25%	63
2025 Q3	$1.07M	Buy	3,452 +571	+20%	+$169K	0.2%	74
2025 Q2	$824K	Buy	2,881 +244	+9%	+$64.3K	0.17%	88
2025 Q1	$678K	Buy	2,637 +1,287	+95%	+$349K	0.14%	93
2024 Q4	$364K	Buy	+1,350	New	+$366K	0.08%	127

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

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

Studio Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 31% in Q2 2026, buying an estimated $537K and bringing the position to 6,821 shares worth $2.35M. The position accounts for 0.4% of the portfolio, ranked #51.

Studio Investment Management first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Studio Investment Management held 6,821 shares of Vanguard Morningstar Large-Cap ETF worth $2.35M as of Q2 2026.
Studio Investment Management bought 1,609 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $537K.
Vanguard Morningstar Large-Cap ETF made up 0.4% of Studio Investment Management's portfolio in Q2 2026, its #51 holding.
Studio Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.