Sunbelt Securities’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sunbelt Securities’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 Q1	$42.6K	Hold	142	–	–	﹤0.01%	1062
2025 Q4	$44.8K	Hold	142	–	–	﹤0.01%	1024
2025 Q3	$43.8K	Hold	142	–	–	﹤0.01%	1031
2025 Q2	$38.3K	Hold	142	–	–	﹤0.01%	1000
2025 Q1	$36.6K	Hold	142	–	–	﹤0.01%	979
2024 Q4	$38.5K	Buy	142 +45	+46%	+$12.2K	﹤0.01%	999
2024 Q3	$25.6K	Hold	97	–	–	﹤0.01%	1102
2024 Q2	$24.2K	Buy	97 +17	+21%	+$4.08K	﹤0.01%	1078
2024 Q1	$19.2K	Sell	80 -13	-14%	-$2.97K	﹤0.01%	1103
2023 Q4	$20.3K	Buy	93 +22	+31%	+$4.5K	﹤0.01%	1025
2023 Q3	$13.9K	Hold	71	–	–	﹤0.01%	1084
2023 Q2	$14.4K	Hold	71	–	–	﹤0.01%	1091
2023 Q1	$13.1K	Buy	+71	New	+$12.9K	﹤0.01%	1056

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sunbelt Securities's VV Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 142 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Sunbelt Securities first reported a position in VV in Q1 2023 and has held it in 13 quarters since. The position peaked at $44.8K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Sunbelt Securities held 142 shares of Vanguard Morningstar Large-Cap ETF worth $42.6K as of Q1 2026.
Sunbelt Securities left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1062 holding.
Sunbelt Securities first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Vanguard Morningstar Large-Cap ETF position peaked at $44.8K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.