Systelligence LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Systelligence LLC’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	$1.8M	Sell	5,234 -30,600	-85%	-$10.2M	0.3%	58
2026 Q1	$10.7M	Sell	35,834 -3,268	-8%	-$1.02M	2.08%	20
2025 Q4	$12.3M	Buy	+39,102	New	+$12.2M	2.34%	19
2022 Q2	–	Sell	-107,895	Closed	-$22.5M	–	47
2022 Q1	$22.5M	Buy	107,895 +40,737	+61%	+$8.37M	4.85%	4
2021 Q4	$14.8M	Buy	67,158 +1,001	+2%	+$215K	4.1%	8
2021 Q3	$13.3M	Buy	66,157 +87	+0.1%	+$18K	3.53%	10
2021 Q2	$13.3M	Buy	66,070 +2,458	+4%	+$480K	3.49%	8
2021 Q1	$11.8M	Sell	63,612 -28,115	-31%	-$5.09M	3.29%	11
2020 Q4	$16.1M	Buy	91,727 +31,613	+53%	+$5.25M	3.45%	7
2020 Q3	$9.4M	Buy	60,114 +1,383	+2%	+$213K	2.85%	12
2020 Q2	$8.4M	Buy	+58,731	New	+$7.94M	2.72%	12

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

Systelligence LLC's VV Position: Q2 2026 in Review

Systelligence LLC reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 85% in Q2 2026, selling an estimated $10.2M and leaving 5,234 shares worth $1.8M. The position accounts for 0.3% of the portfolio, ranked #58.

Systelligence LLC first reported a position in VV in Q2 2020 and has held it in 11 quarters since. The position peaked at $22.5M in Q1 2022. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Systelligence LLC held 5,234 shares of Vanguard Morningstar Large-Cap ETF worth $1.8M as of Q2 2026.
Systelligence LLC sold 30,600 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $10.2M.
Vanguard Morningstar Large-Cap ETF made up 0.3% of Systelligence LLC's portfolio in Q2 2026, its #58 holding.
Systelligence LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 11 quarters since.
Systelligence LLC's Vanguard Morningstar Large-Cap ETF position peaked at $22.5M in Q1 2022.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.