Van Hulzen Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Van Hulzen Asset Management’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	$1.1M	Sell	3,210 -2,414	-43%	-$805K	0.08%	164
2026 Q1	$1.68M	Sell	5,624 -131	-2%	-$41K	0.12%	115
2025 Q4	$1.81M	Buy	5,755 +345	+6%	+$108K	0.13%	112
2025 Q3	$1.67M	Buy	5,410 +49	+0.9%	+$14.5K	0.12%	118
2025 Q2	$1.53M	Sell	5,361 -250	-4%	-$65.9K	0.13%	120
2025 Q1	$1.44M	Buy	5,611 +728	+15%	+$197K	0.13%	125
2024 Q4	$1.32M	Sell	4,883 -106	-2%	-$28.7K	0.1%	146
2024 Q3	$1.31M	Buy	4,989 +1,085	+28%	+$275K	0.1%	141
2024 Q2	$974K	Buy	3,904 +47	+1%	+$11.3K	0.07%	158
2024 Q1	$925K	Buy	3,857 +49	+1%	+$11.2K	0.06%	176
2023 Q4	$831K	Buy	3,808 +8	+0.2%	+$1.64K	0.06%	181
2023 Q3	$744K	Buy	3,800 +122	+3%	+$24.8K	0.06%	177
2023 Q2	$746K	Buy	3,678 +10	+0.3%	+$1.92K	0.06%	142
2023 Q1	$685K	Buy	3,668 +667	+22%	+$121K	0.06%	146
2022 Q4	$523K	Buy	+3,001	New	+$527K	0.06%	170
2022 Q2	–	Sell	-983	Closed	-$205K	–	329
2022 Q1	$205K	Buy	+983	New	+$202K	0.02%	289

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

Van Hulzen Asset Management's VV Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 43% in Q2 2026, selling an estimated $805K and leaving 3,210 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #164.

Van Hulzen Asset Management first reported a position in VV in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Van Hulzen Asset Management held 3,210 shares of Vanguard Morningstar Large-Cap ETF worth $1.1M as of Q2 2026.
Van Hulzen Asset Management sold 2,414 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $805K.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Van Hulzen Asset Management's portfolio in Q2 2026, its #164 holding.
Van Hulzen Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 16 quarters since.
Van Hulzen Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.81M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.