UMB Bank’s Vanguard 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 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 $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UMB Bank's VV Position: Q1 2026 in Review

UMB Bank held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 6,009 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #283.

UMB Bank first reported a position in VV in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.89M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

UMB Bank held 6,009 shares of Vanguard Large-Cap ETF worth $1.8M as of Q1 2026.
UMB Bank left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.03% of UMB Bank's portfolio in Q1 2026, its #283 holding.
UMB Bank first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 12 quarters since.
UMB Bank's Vanguard Large-Cap ETF position peaked at $1.89M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.