SP
VV icon

Successful Portfolios’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Successful Portfolios’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 		$308K Sell
885
-17
-2% -$5.67K 0.14% 137
2026
Q1 		$269K Buy
902
+16
+2% +$5.01K 0.15% 142
2025
Q4 		$284K Buy
886
+69
+8% +$21.5K 0.14% 139
2025
Q3 		$252K Buy
817
+114
+16% +$33.8K 0.15% 139
2025
Q2 		$201K Buy
+703
New +$185K 0.12% 161

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Successful Portfolios's VV Position: Q2 2026 in Review

Successful Portfolios reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.9% in Q2 2026, selling an estimated $5.67K and leaving 885 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #137.

Successful Portfolios first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Successful Portfolios held 885 shares of Vanguard Morningstar Large-Cap ETF worth $308K as of Q2 2026.
  • Successful Portfolios sold 17 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $5.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.14% of Successful Portfolios's portfolio in Q2 2026, its #137 holding.
  • Successful Portfolios first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.