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

Summit Global Investments’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	$281K	Sell	817 -82	-9%	-$27.4K	0.02%	464
2026 Q1	$269K	Buy	899 +4	+0.4%	+$1.25K	0.02%	432
2025 Q4	$282K	Sell	895 -2	-0.2%	-$625	0.02%	423
2025 Q3	$276K	Sell	897 -16	-2%	-$4.74K	0.02%	409
2025 Q2	$260K	Sell	913 -86	-9%	-$22.7K	0.02%	411
2025 Q1	$257K	Sell	999 -1	-0.1%	-$271	0.02%	382
2024 Q4	$270K	Sell	1,000 -25	-2%	-$6.77K	0.02%	461
2024 Q3	$270K	Buy	+1,025	New	+$260K	0.02%	439
2024 Q2	–	Sell	-1,070	Closed	-$257K	–	587
2024 Q1	$257K	Sell	1,070 -2,946	-73%	-$674K	0.02%	427
2023 Q4	$876K	Buy	4,016 +2,461	+158%	+$503K	0.06%	255
2023 Q3	$304K	Buy	+1,555	New	+$317K	0.02%	422

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

Summit Global Investments's VV Position: Q2 2026 in Review

Summit Global Investments reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 9.1% in Q2 2026, selling an estimated $27.4K and leaving 817 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #464.

Summit Global Investments first reported a position in VV in Q3 2023 and has held it in 11 quarters since. The position peaked at $876K in Q4 2023. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Summit Global Investments held 817 shares of Vanguard Morningstar Large-Cap ETF worth $281K as of Q2 2026.
Summit Global Investments sold 82 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $27.4K.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #464 holding.
Summit Global Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Summit Global Investments's Vanguard Morningstar Large-Cap ETF position peaked at $876K in Q4 2023.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.