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Summit Financial’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Summit Financial’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 		$3.85M Buy
11,199
+401
+4% +$134K 0.04% 421
2026
Q1 		$3.23M Buy
10,798
+2,286
+27% +$715K 0.04% 436
2025
Q4 		$2.68M Sell
8,512
-146
-2% -$45.6K 0.04% 415
2025
Q3 		$2.67M Sell
8,658
-11
-0.1% -$3.26K 0.04% 406
2025
Q2 		$2.48M Buy
8,669
+508
+6% +$134K 0.06% 260
2025
Q1 		$2.1M Buy
8,161
+418
+5% +$113K 0.06% 255
2024
Q4 		$2.09M Buy
7,743
+281
+4% +$76.1K 0.07% 204
2024
Q3 		$1.97M Buy
7,462
+2,783
+59% +$706K 0.08% 182
2024
Q2 		$1.17M Buy
4,679
+1,110
+31% +$267K 0.05% 208
2024
Q1 		$856K Buy
3,569
+467
+15% +$107K 0.05% 206
2023
Q4 		$677K Sell
3,102
-997
-24% -$204K 0.04% 216
2023
Q3 		$802K Sell
4,099
-1,062
-21% -$216K 0.06% 185
2023
Q2 		$1.05M Sell
5,161
-710
-12% -$136K 0.08% 149
2023
Q1 		$1.1M Buy
5,871
+24
+0.4% +$4.37K 0.1% 108
2022
Q4 		$1.02M Hold
5,847
– – 0.1% 109
2022
Q3 		$956K Buy
5,847
+67
+1% +$12.2K 0.09% 111
2022
Q2 		$996K Hold
5,780
– – 0.09% 98
2022
Q1 		$1.21M Buy
5,780
+67
+1% +$13.8K 0.09% 101
2021
Q4 		$1.26M Buy
5,713
+2,458
+76% +$527K 0.1% 91
2021
Q3 		$654K Buy
+3,255
New +$673K 0.06% 113

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

Summit Financial's VV Position: Q2 2026 in Review

Summit Financial increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.7% in Q2 2026, buying an estimated $134K and bringing the position to 11,199 shares worth $3.85M. The position accounts for 0.04% of the portfolio, ranked #421.

Summit Financial first reported a position in VV in Q3 2021 and has held it in 20 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Summit Financial held 11,199 shares of Vanguard Morningstar Large-Cap ETF worth $3.85M as of Q2 2026.
  • Summit Financial bought 401 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $134K.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #421 holding.
  • Summit Financial first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.