Waddell & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Waddell & Associates’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	$257K	Hold	747	–	–	0.01%	445
2026 Q1	$223K	Hold	747	–	–	0.01%	400
2025 Q4	$235K	Hold	747	–	–	0.02%	326
2025 Q3	$230K	Hold	747	–	–	0.02%	277
2025 Q2	$213K	Buy	+747	New	+$197K	0.02%	223
2025 Q1	–	Sell	-747	Closed	-$201K	–	164
2024 Q4	$201K	Buy	+747	New	+$202K	0.02%	150

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

Waddell & Associates's VV Position: Q2 2026 in Review

Waddell & Associates held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 747 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #445.

Waddell & Associates first reported a position in VV in Q4 2024 and has held it in 6 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Waddell & Associates held 747 shares of Vanguard Morningstar Large-Cap ETF worth $257K as of Q2 2026.
Waddell & Associates left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #445 holding.
Waddell & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.