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Vise Technologies’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Vise Technologies’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 		$3.12M Buy
9,075
+4,480
+97% +$1.49M 0.04% 400
2026
Q1 		$1.45M Hold
4,595
– – 0.03% 472
2025
Q4 		$1.45M Buy
4,595
+2,478
+117% +$774K 0.03% 473
2025
Q3 		$652K Buy
2,117
+733
+53% +$217K 0.02% 558
2025
Q2 		$395K Buy
+1,384
New +$365K 0.02% 733

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vise Technologies's VV Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 97% in Q2 2026, buying an estimated $1.49M and bringing the position to 9,075 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #400.

Vise Technologies first reported a position in VV in Q2 2025 and has held it in 5 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Vise Technologies held 9,075 shares of Vanguard Morningstar Large-Cap ETF worth $3.12M as of Q2 2026.
  • Vise Technologies bought 4,480 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.49M.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Vise Technologies's portfolio in Q2 2026, its #400 holding.
  • Vise Technologies first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.