Y-Intercept (HK)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Y-Intercept (HK)’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 Q3	$468K	Buy	+1,330	New	+$466K	0.01%	1305
2024 Q1	–	Sell	-1,255	Closed	-$274K	–	1797
2023 Q4	$274K	Buy	+1,255	New	+$257K	0.03%	860
2023 Q3	–	Sell	-2,562	Closed	-$519K	–	1660
2023 Q2	$519K	Sell	2,562 -1,861	-42%	-$357K	0.05%	549
2023 Q1	$826K	Buy	+4,423	New	+$805K	0.1%	310
2022 Q4	–	Sell	-1,624	Closed	-$266K	–	1390
2022 Q3	$266K	Buy	1,624 +15	+0.9%	+$2.73K	0.03%	746
2022 Q2	$277K	Buy	+1,609	New	+$302K	0.04%	604

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Y-Intercept (HK)'s VV Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026: 1,330 shares worth $468K. The stake represents 0.01% of the portfolio and ranks #1305 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in VV as recently as Q4 2023.

Y-Intercept (HK) first reported a position in VV in Q2 2022 and has held it in 6 quarters since. The position peaked at $826K in Q1 2023. 986 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Y-Intercept (HK) held 1,330 shares of Vanguard Morningstar Large-Cap ETF worth $468K as of Q3 2026.
Vanguard Morningstar Large-Cap ETF was a new Y-Intercept (HK) position in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1305 holding.
Y-Intercept (HK) first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 6 quarters since.
Y-Intercept (HK)'s Vanguard Morningstar Large-Cap ETF position peaked at $826K in Q1 2023.
986 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.