VL
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Vima LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Vima LLC’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 		$39.9K Buy
+116
New +$38.7K 0.04% 171
2024
Q2 		– Sell
-52
Closed -$9.71K – 379
2024
Q1 		$9.71K Hold
52
– – 0.01% 237
2023
Q4 		$11.3K Buy
+52
New +$10.6K 0.03% 237

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Vima LLC's VV Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 116 shares worth $39.9K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings. This is a return to the name: Vima LLC previously reported a position in VV as recently as Q1 2024.

Vima LLC first reported a position in VV in Q4 2023 and has held it in 3 quarters since. 733 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Vima LLC held 116 shares of Vanguard Morningstar Large-Cap ETF worth $39.9K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Vima LLC's portfolio in Q2 2026, its #171 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • 733 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.