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

WestEnd Advisors’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	$1.35K	Hold	4	–	–	﹤0.01%	237
2026 Q1	$1.17K	Sell	4 -72	-95%	-$22.5K	﹤0.01%	220
2025 Q4	$23.8K	Buy	+76	New	+$23.7K	﹤0.01%	68
2025 Q3	–	Sell	-31	Closed	-$8.71K	–	410
2025 Q2	$8.71K	Hold	31	–	–	﹤0.01%	81
2025 Q1	$7.94K	Sell	31 -137	-82%	-$37.1K	﹤0.01%	81
2024 Q4	$45.4K	Buy	+168	New	+$45.5K	﹤0.01%	61
2023 Q1	–	Hold	0	–	–	–	176
2022 Q4	–	Sell	-23	Closed	-$4K	–	321
2022 Q3	$4K	Sell	23 -93	-80%	-$16.9K	﹤0.01%	75
2022 Q2	$20K	Buy	+116	New	+$21.8K	﹤0.01%	60

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

WestEnd Advisors's VV Position: Q2 2026 in Review

WestEnd Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 4 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

WestEnd Advisors first reported a position in VV in Q2 2022 and has held it in 8 quarters since. The position peaked at $45.4K in Q4 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

WestEnd Advisors held 4 shares of Vanguard Morningstar Large-Cap ETF worth $1.35K as of Q2 2026.
WestEnd Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #237 holding.
WestEnd Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 8 quarters since.
WestEnd Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $45.4K in Q4 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.