Wilmington Savings Fund Society’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Wilmington Savings Fund Society’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	$4.01M	Sell	11,662 -57	-0.5%	-$19K	0.09%	167
2026 Q1	$3.5M	Sell	11,719 -212	-2%	-$66.3K	0.08%	170
2025 Q4	$3.76M	Sell	11,931 -96	-0.8%	-$30K	0.09%	163
2025 Q3	$3.7M	Sell	12,027 -543	-4%	-$161K	0.09%	163
2025 Q2	$3.59M	Sell	12,570 -231	-2%	-$60.9K	0.06%	216
2025 Q1	$3.29M	Sell	12,801 -767	-6%	-$208K	0.06%	224
2024 Q4	$3.66M	Sell	13,568 -1,051	-7%	-$285K	0.07%	216
2024 Q3	$3.85M	Buy	14,619 +13,382	+1,082%	+$3.39M	0.07%	208
2024 Q2	$309K	Hold	1,237	–	–	0.01%	308
2024 Q1	$297K	Buy	+1,237	New	+$283K	0.01%	308
2023 Q3	$242K	Hold	1,237	–	–	0.01%	324
2023 Q2	$251K	Hold	1,237	–	–	0.01%	333
2023 Q1	$231K	Hold	1,237	–	–	0.01%	326
2022 Q4	$215K	Hold	1,237	–	–	0.01%	336
2022 Q3	$202K	Hold	1,237	–	–	0.01%	342
2022 Q2	$213K	Hold	1,237	–	–	0.01%	347
2022 Q1	$258K	Hold	1,237	–	–	0.01%	341
2021 Q4	$273K	Hold	1,237	–	–	0.01%	338
2021 Q3	$249K	Hold	1,237	–	–	0.01%	354
2021 Q2	$248K	Hold	1,237	–	–	0.01%	356
2021 Q1	$229K	Hold	1,237	–	–	0.01%	351
2020 Q4	$217K	Buy	+1,237	New	+$206K	0.01%	344

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

Wilmington Savings Fund Society's VV Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.49% in Q2 2026, selling an estimated $19K and leaving 11,662 shares worth $4.01M. The position accounts for 0.09% of the portfolio, ranked #167.

Wilmington Savings Fund Society first reported a position in VV in Q4 2020 and has held it in 22 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Wilmington Savings Fund Society held 11,662 shares of Vanguard Morningstar Large-Cap ETF worth $4.01M as of Q2 2026.
Wilmington Savings Fund Society sold 57 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $19K.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #167 holding.
Wilmington Savings Fund Society first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 22 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.