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

UBS Group’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	$757K	Hold	2,200	–	–	﹤0.01%	5949
2026 Q1	$657K	Buy	+2,200	New	+$688K	﹤0.01%	5870
2024 Q2	–	Sell	-800	Closed	-$192K	–	10149
2024 Q1	$192K	Hold	800	–	–	﹤0.01%	5884
2023 Q4	$175K	Buy	+800	New	+$164K	﹤0.01%	5858
2018 Q1	–	Sell	-400	Closed	-$49K	–	8199
2017 Q4	$49K	Hold	400	–	–	﹤0.01%	5855
2017 Q3	$46K	Buy	+400	New	+$45.3K	﹤0.01%	5853

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group's VV Position: Q2 2026 in Review

UBS Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.58% in Q2 2026, buying an estimated $7.76M and bringing the position to 4,070,787 shares worth $1.4B. The position accounts for 0.18% of the portfolio, ranked #109.

UBS Group first reported a position in VV in Q4 2014 and has held it in 47 quarters since. 1,370 funds tracked by Wall St. Rank hold VV as of Q2 2026.

UBS Group held 4,070,787 shares of Vanguard Morningstar Large-Cap ETF worth $1.4B as of Q2 2026.
UBS Group bought 23,274 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $7.76M.
Vanguard Morningstar Large-Cap ETF made up 0.18% of UBS Group's portfolio in Q2 2026, its #109 holding.
UBS Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and has held it in 47 quarters since.
1,370 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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