Vontobel Holding
VV icon

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

Vontobel Holding’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 		$5.77M Sell
16,768
-292
-2% -$97.4K 0.02% 422
2026
Q1 		$5.1M Sell
17,060
-1,320
-7% -$413K 0.02% 362
2025
Q4 		$5.79M Sell
18,380
-164
-0.9% -$51.2K 0.02% 361
2025
Q3 		$5.71M Sell
18,544
-575
-3% -$170K 0.02% 359
2025
Q2 		$5.45M Sell
19,119
-2,143
-10% -$565K 0.02% 342
2025
Q1 		$5.46M Buy
21,262
+1,944
+10% +$527K 0.02% 303
2024
Q4 		$5.21M Buy
19,318
+970
+5% +$263K 0.02% 306
2024
Q3 		$4.83M Sell
18,348
-428
-2% -$109K 0.02% 320
2024
Q2 		$4.69M Sell
18,776
-522
-3% -$125K 0.02% 311
2024
Q1 		$4.63M Sell
19,298
-1,930
-9% -$442K 0.04% 318
2023
Q4 		$4.63M Buy
21,228
+101
+0.5% +$20.6K 0.04% 312
2023
Q3 		$4.13M Sell
21,127
-1,171
-5% -$238K 0.04% 315
2023
Q2 		$4.52M Sell
22,298
-576
-3% -$110K 0.04% 313
2023
Q1 		$4.27M Sell
22,874
-6
-0% -$1.09K 0.04% 307
2022
Q4 		$3.99M Sell
22,880
-647
-3% -$114K 0.04% 313
2022
Q3 		$3.85M Buy
+23,527
New +$4.28M 0.04% 300

Other funds holding VV

NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Vontobel Holding's VV Position: Q2 2026 in Review

Vontobel Holding reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.7% in Q2 2026, selling an estimated $97.4K and leaving 16,768 shares worth $5.77M. The position accounts for 0.02% of the portfolio, ranked #422.

Vontobel Holding first reported a position in VV in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.79M in Q4 2025. 944 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Vontobel Holding held 16,768 shares of Vanguard Morningstar Large-Cap ETF worth $5.77M as of Q2 2026.
  • Vontobel Holding sold 292 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $97.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Vontobel Holding's portfolio in Q2 2026, its #422 holding.
  • Vontobel Holding first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Vontobel Holding's Vanguard Morningstar Large-Cap ETF position peaked at $5.79M in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.