Vestmark Advisory Solutions’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Vestmark Advisory Solutions’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	$308K	Buy	896 +46	+5%	+$15.3K	﹤0.01%	1260
2026 Q1	$254K	Sell	850 -16,520	-95%	-$5.17M	﹤0.01%	1219
2025 Q4	$5.47M	Buy	17,370 +413	+2%	+$129K	0.07%	277
2025 Q3	$5.22M	Sell	16,957 -389	-2%	-$115K	0.1%	203
2025 Q2	$4.95M	Sell	17,346 -270	-2%	-$71.1K	0.07%	202
2025 Q1	$4.53M	Buy	+17,616	New	+$4.77M	0.12%	224

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

Vestmark Advisory Solutions's VV Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 896 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Vestmark Advisory Solutions first reported a position in VV in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.47M in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Vestmark Advisory Solutions held 896 shares of Vanguard Morningstar Large-Cap ETF worth $308K as of Q2 2026.
Vestmark Advisory Solutions bought 46 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $15.3K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1260 holding.
Vestmark Advisory Solutions first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Vestmark Advisory Solutions's Vanguard Morningstar Large-Cap ETF position peaked at $5.47M in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.