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

Summit Trail Advisors’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 		$3.37M Buy
9,807
+1,320
+16% +$440K 0.04% 306
2026
Q1 		$2.54M Sell
8,487
-6,130
-42% -$1.92M 0.04% 398
2025
Q4 		$4.6M Sell
14,617
-14,841
-50% -$4.63M 0.08% 142
2025
Q3 		$9.09M Hold
29,458
– – 0.13% 90
2025
Q2 		$8.43M Buy
+29,458
New +$7.76M 0.14% 81
2024
Q4 		– Sell
-29,458
Closed -$7.78M – 774
2024
Q3 		$7.78M Buy
29,458
+7,429
+34% +$1.88M 0.19% 55
2024
Q2 		$5.52M Buy
22,029
+7,058
+47% +$1.7M 0.15% 61
2024
Q1 		$3.59M Hold
14,971
– – 0.1% 83
2023
Q4 		$3.27M Hold
14,971
– – 0.11% 70
2023
Q3 		$2.93M Sell
14,971
-47
-0.3% -$9.57K 0.11% 75
2023
Q2 		$3.04M Buy
15,018
+47
+0.3% +$9.01K 0.11% 74
2023
Q1 		$2.8M Sell
14,971
-752
-5% -$137K 0.11% 70
2022
Q4 		$2.74M Hold
15,723
– – 0.12% 61
2022
Q3 		$2.57M Hold
15,723
– – 0.14% 60
2022
Q2 		$2.71M Hold
15,723
– – 0.17% 63
2022
Q1 		$3.28M Buy
+15,723
New +$3.23M 0.27% 52
2021
Q4 		– Sell
-1,357
Closed -$273K – 315
2021
Q3 		$273K Hold
1,357
– – 0.02% 213
2021
Q2 		$272K Hold
1,357
– – 0.02% 185
2021
Q1 		$251K Hold
1,357
– – 0.03% 170
2020
Q4 		$238K Hold
1,357
– – 0.03% 163
2020
Q3 		$224K Buy
+1,357
New +$209K 0.04% 186

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 Trail Advisors's VV Position: Q2 2026 in Review

Summit Trail Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 16% in Q2 2026, buying an estimated $440K and bringing the position to 9,807 shares worth $3.37M. The position accounts for 0.04% of the portfolio, ranked #306.

Summit Trail Advisors first reported a position in VV in Q3 2020 and has held it in 21 quarters since. The position peaked at $9.09M in Q3 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Summit Trail Advisors held 9,807 shares of Vanguard Morningstar Large-Cap ETF worth $3.37M as of Q2 2026.
  • Summit Trail Advisors bought 1,320 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $440K.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #306 holding.
  • Summit Trail Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 21 quarters since.
  • Summit Trail Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $9.09M in Q3 2025.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.