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 Q3	$2.09M	Sell	5,926 -83	-1%	-$29.1K	0.03%	259
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

UMB Bank's VV Position: Q3 2026 in Review

UMB Bank reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.4% in Q3 2026, selling an estimated $29.1K and leaving 5,926 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #259.

UMB Bank first reported a position in VV in Q4 2021 and has held it in 14 quarters since. 1,046 funds tracked by Wall St. Rank hold VV as of Q3 2026.

UMB Bank held 5,926 shares of Vanguard Morningstar Large-Cap ETF worth $2.09M as of Q3 2026.
UMB Bank sold 83 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $29.1K.
Vanguard Morningstar Large-Cap ETF made up 0.03% of UMB Bank's portfolio in Q3 2026, its #259 holding.
UMB Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 14 quarters since.
1,046 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.