Systelligence LLC
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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
Q3 		$23.9M Buy
133,663
+128,429
+2,454% +$45M 3.94% 3
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Systelligence LLC's VV Position: Q3 2026 in Review

Systelligence LLC increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2,454% in Q3 2026, buying an estimated $45M and bringing the position to 133,663 shares worth $23.9M. The position accounts for 3.94% of the portfolio, ranked #3.

Systelligence LLC first reported a position in VV in Q2 2020 and has held it in 12 quarters since. 913 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Systelligence LLC held 133,663 shares of Vanguard Morningstar Large-Cap ETF worth $23.9M as of Q3 2026.
  • Systelligence LLC bought 128,429 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $45M.
  • Vanguard Morningstar Large-Cap ETF made up 3.94% of Systelligence LLC's portfolio in Q3 2026, its #3 holding.
  • Systelligence LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 12 quarters since.
  • 913 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Systelligence LLC's 13F filing for Q3 2026, filed 5 Nov 2026.