UBS AM
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UBS AM’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

UBS AM’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 		$103M Sell
300,897
-114,660
-28% -$38.3M 0.02% 511
2026
Q1 		$124M Buy
415,557
+311,331
+299% +$97.4M 0.03% 467
2025
Q4 		$32.8M Buy
+104,226
New +$32.5M 0.01% 705
2019
Q4 		– Sell
-27,014
Closed -$3.68M – 2865
2019
Q3 		$3.68M Buy
27,014
+1,641
+6% +$223K ﹤0.01% 1332
2019
Q2 		$3.42M Sell
25,373
-1,479
-6% -$196K ﹤0.01% 1354
2019
Q1 		$3.49M Sell
26,852
-25,749
-49% -$3.22M ﹤0.01% 1281
2018
Q4 		$6.04M Buy
52,601
+22,701
+76% +$2.81M 0.01% 1020
2018
Q3 		$3.99M Buy
29,900
+74
+0.2% +$9.69K ﹤0.01% 1234
2018
Q2 		$3.72M Buy
29,826
+8
+0% +$994 ﹤0.01% 1262
2018
Q1 		$3.61M Sell
29,818
-25,154
-46% -$3.16M ﹤0.01% 1244
2017
Q4 		$6.74M Buy
54,972
+15,911
+41% +$1.9M 0.01% 1017
2017
Q3 		$4.51M Buy
39,061
+2,911
+8% +$330K ﹤0.01% 1123
2017
Q2 		$4.01M Buy
36,150
+895
+3% +$98.4K ﹤0.01% 1105
2017
Q1 		$3.81M Sell
35,255
-17,154
-33% -$1.83M ﹤0.01% 1092
2016
Q4 		$5.37M Buy
52,409
+33,023
+170% +$3.31M 0.01% 979
2016
Q3 		$1.92M Sell
19,386
-6,960
-26% -$689K ﹤0.01% 1394
2016
Q2 		$2.52M Buy
26,346
+5,493
+26% +$521K ﹤0.01% 1272
2016
Q1 		$1.96M Sell
20,853
-130,674
-86% -$11.6M ﹤0.01% 1373
2015
Q4 		$14.2M Buy
151,527
+121,840
+410% +$11.5M 0.02% 774
2015
Q3 		$2.61M Buy
29,687
+7,579
+34% +$708K ﹤0.01% 1302
2015
Q2 		$2.1M Buy
22,108
+269
+1% +$26K ﹤0.01% 1379
2015
Q1 		$2.08M Sell
21,839
-48,692
-69% -$4.62M ﹤0.01% 1342
2014
Q4 		$6.66M Buy
70,531
+47,857
+211% +$4.42M 0.01% 974
2014
Q3 		$2.05M Buy
22,674
+813
+4% +$73.9K ﹤0.01% 1290
2014
Q2 		$1.97M Sell
21,861
-622
-3% -$54.3K ﹤0.01% 1334
2014
Q1 		$1.93M Sell
22,483
-16,074
-42% -$1.36M ﹤0.01% 1328
2013
Q4 		$3.27M Buy
38,557
+17,497
+83% +$1.42M ﹤0.01% 1120
2013
Q3 		$1.63M Buy
21,060
+111
+0.5% +$8.54K ﹤0.01% 1317
2013
Q2 		$1.54M Buy
+20,949
New +$1.54M ﹤0.01% 1310

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

UBS AM's VV Position: Q2 2026 in Review

UBS AM reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 28% in Q2 2026, selling an estimated $38.3M and leaving 300,897 shares worth $103M. The position accounts for 0.02% of the portfolio, ranked #511.

UBS AM first reported a position in VV in Q2 2013 and has held it in 29 quarters since. The position peaked at $124M in Q1 2026. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • UBS AM held 300,897 shares of Vanguard Morningstar Large-Cap ETF worth $103M as of Q2 2026.
  • UBS AM sold 114,660 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $38.3M.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of UBS AM's portfolio in Q2 2026, its #511 holding.
  • UBS AM first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 29 quarters since.
  • UBS AM's Vanguard Morningstar Large-Cap ETF position peaked at $124M in Q1 2026.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.