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

Sylvest 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	$244K	Hold	710	–	–	0.11%	73
2026 Q1	$212K	Hold	710	–	–	0.11%	68
2025 Q4	$224K	Hold	710	–	–	0.12%	68
2025 Q3	$219K	Hold	710	–	–	0.12%	73
2025 Q2	$203K	Buy	+710	New	+$187K	0.12%	73
2025 Q1	–	Sell	-1,112	Closed	-$300K	–	79
2024 Q4	$300K	Buy	+1,112	New	+$301K	0.18%	66

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

Sylvest Advisors's VV Position: Q2 2026 in Review

Sylvest Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 710 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #73.

Sylvest Advisors first reported a position in VV in Q4 2024 and has held it in 6 quarters since. The position peaked at $300K in Q4 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Sylvest Advisors held 710 shares of Vanguard Morningstar Large-Cap ETF worth $244K as of Q2 2026.
Sylvest Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Sylvest Advisors's portfolio in Q2 2026, its #73 holding.
Sylvest Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Sylvest Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $300K in Q4 2024.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.