Zacks Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Zacks Investment Management’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	$413K	Buy	1,201 +56	+5%	+$18.7K	﹤0.01%	540
2026 Q1	$342K	Buy	1,145 +3	+0.3%	+$939	﹤0.01%	560
2025 Q4	$359K	Buy	1,142 +7	+0.6%	+$2.19K	﹤0.01%	555
2025 Q3	$350K	Buy	1,135 +3	+0.3%	+$888	﹤0.01%	549
2025 Q2	$323K	Hold	1,132	–	–	﹤0.01%	544
2025 Q1	$291K	Sell	1,132 -269	-19%	-$72.9K	﹤0.01%	554
2024 Q4	$378K	Buy	1,401 +6	+0.4%	+$1.63K	﹤0.01%	520
2024 Q3	$367K	Sell	1,395 -438	-24%	-$111K	﹤0.01%	531
2024 Q2	$457K	Hold	1,833	–	–	0.01%	458
2024 Q1	$439K	Buy	1,833 +4	+0.2%	+$915	﹤0.01%	488
2023 Q4	$399K	Buy	+1,829	New	+$374K	﹤0.01%	493

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

Zacks Investment Management's VV Position: Q2 2026 in Review

Zacks Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.9% in Q2 2026, buying an estimated $18.7K and bringing the position to 1,201 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Zacks Investment Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $457K in Q2 2024. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Zacks Investment Management held 1,201 shares of Vanguard Morningstar Large-Cap ETF worth $413K as of Q2 2026.
Zacks Investment Management bought 56 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $18.7K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #540 holding.
Zacks Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Zacks Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $457K in Q2 2024.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.