UMB Bank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

UMB Bank’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	$2.07M	Hold	6,009	–	–	0.03%	261
2026 Q1	$1.8M	Hold	6,009	–	–	0.03%	283
2025 Q4	$1.89M	Buy	6,009 +5,066	+537%	+$1.58M	0.03%	274
2025 Q3	$290K	Sell	943 -159	-14%	-$47.1K	﹤0.01%	535
2025 Q2	$314K	Sell	1,102 -42	-4%	-$11.1K	﹤0.01%	504
2025 Q1	$294K	Buy	1,144 +42	+4%	+$11.4K	﹤0.01%	498
2024 Q4	$297K	Buy	1,102 +1,019	+1,228%	+$276K	﹤0.01%	491
2024 Q3	$21.9K	Buy	+83	New	+$21.1K	﹤0.01%	1188
2023 Q1	–	Sell	-152	Closed	-$26K	–	1795
2022 Q4	$26K	Hold	152	–	–	﹤0.01%	1026
2022 Q3	$25K	Hold	152	–	–	﹤0.01%	1043
2022 Q2	$26K	Hold	152	–	–	﹤0.01%	1086
2022 Q1	$32K	Hold	152	–	–	﹤0.01%	1090
2021 Q4	$34K	Buy	+152	New	+$32.6K	﹤0.01%	1111

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

UMB Bank's VV Position: Q2 2026 in Review

UMB Bank held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 6,009 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #261.

UMB Bank first reported a position in VV in Q4 2021 and has held it in 13 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

UMB Bank held 6,009 shares of Vanguard Morningstar Large-Cap ETF worth $2.07M as of Q2 2026.
UMB Bank left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of UMB Bank's portfolio in Q2 2026, its #261 holding.
UMB Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 13 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.