United Bank (Virginia)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

United Bank (Virginia)’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	$273K	Hold	794	–	–	0.03%	117
2026 Q1	$237K	Sell	794 -432	-35%	-$135K	0.03%	116
2025 Q4	$386K	Hold	1,226	–	–	0.05%	101
2025 Q3	$377K	Hold	1,226	–	–	0.05%	101
2025 Q2	$350K	Sell	1,226 -1,121	-48%	-$295K	0.04%	111
2025 Q1	$603K	Hold	2,347	–	–	0.08%	89
2024 Q4	$633K	Hold	2,347	–	–	0.08%	83
2024 Q3	$618K	Hold	2,347	–	–	0.07%	87
2024 Q2	$586K	Sell	2,347 -410	-15%	-$98.5K	0.07%	84
2024 Q1	$661K	Hold	2,757	–	–	0.08%	80
2023 Q4	$601K	Hold	2,757	–	–	0.08%	88
2023 Q3	$540K	Hold	2,757	–	–	0.07%	88
2023 Q2	$559K	Hold	2,757	–	–	0.07%	92
2023 Q1	$515K	Hold	2,757	–	–	0.07%	100
2022 Q4	$480K	Hold	2,757	–	–	0.07%	100
2022 Q3	$451K	Hold	2,757	–	–	0.07%	103
2022 Q2	$475K	Sell	2,757 -879	-24%	-$165K	0.07%	99
2022 Q1	$758K	Hold	3,636	–	–	0.1%	85
2021 Q4	$804K	Hold	3,636	–	–	0.1%	93
2021 Q3	$731K	Hold	3,636	–	–	0.1%	93
2021 Q2	$730K	Hold	3,636	–	–	0.1%	92
2021 Q1	$674K	Hold	3,636	–	–	0.09%	98
2020 Q4	$639K	Hold	3,636	–	–	0.1%	99
2020 Q3	$569K	Hold	3,636	–	–	0.1%	89
2020 Q2	$520K	Hold	3,636	–	–	0.09%	90
2020 Q1	$431K	Hold	3,636	–	–	0.09%	90
2019 Q4	$538K	Hold	3,636	–	–	0.09%	92
2019 Q3	$496K	Hold	3,636	–	–	0.09%	100
2019 Q2	$490K	Hold	3,636	–	–	0.08%	103
2019 Q1	$472K	Hold	3,636	–	–	0.09%	97
2018 Q4	$418K	Hold	3,636	–	–	0.09%	102
2018 Q3	$485K	Hold	3,636	–	–	0.1%	88
2018 Q2	$454K	Hold	3,636	–	–	0.11%	84
2018 Q1	$441K	Hold	3,636	–	–	0.1%	84
2017 Q4	$446K	Buy	+3,636	New	+$434K	0.11%	88

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

United Bank (Virginia)'s VV Position: Q2 2026 in Review

United Bank (Virginia) held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 794 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #117.

United Bank (Virginia) first reported a position in VV in Q4 2017 and has held it in 35 quarters since. The position peaked at $804K in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

United Bank (Virginia) held 794 shares of Vanguard Morningstar Large-Cap ETF worth $273K as of Q2 2026.
United Bank (Virginia) left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of United Bank (Virginia)'s portfolio in Q2 2026, its #117 holding.
United Bank (Virginia) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 35 quarters since.
United Bank (Virginia)'s Vanguard Morningstar Large-Cap ETF position peaked at $804K in Q4 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.