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

Athena 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 Q1	$2.71M	Buy	9,063 +1,472	+19%	+$461K	1.4%	10
2025 Q4	$2.39M	Buy	7,591 +991	+15%	+$309K	1.22%	13
2025 Q3	$2.03M	Buy	6,600 +2,064	+46%	+$611K	1.06%	17
2025 Q2	$1.29M	Buy	4,536 +166	+4%	+$43.7K	0.72%	31
2025 Q1	$1.12M	Buy	4,370 +400	+10%	+$108K	0.68%	37
2024 Q4	$1.07M	Buy	3,970 +730	+23%	+$198K	0.62%	36
2024 Q3	$853K	Hold	3,240	–	–	0.49%	51
2024 Q2	$809K	Hold	3,240	–	–	0.49%	48
2024 Q1	$777K	Hold	3,240	–	–	0.47%	51
2023 Q4	$707K	Hold	3,240	–	–	0.46%	55
2023 Q3	$634K	Hold	3,240	–	–	0.45%	56
2023 Q2	$657K	Buy	3,240 +500	+18%	+$95.8K	0.45%	54
2023 Q1	$512K	Hold	2,740	–	–	0.37%	65
2022 Q4	$477K	Hold	2,740	–	–	0.35%	65
2022 Q3	$448K	Buy	2,740 +340	+14%	+$61.8K	0.38%	63
2022 Q2	$414K	Buy	+2,400	New	+$450K	0.33%	69

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Athena Investment Management's VV Position: Q1 2026 in Review

Athena Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 19% in Q1 2026, buying an estimated $461K and bringing the position to 9,063 shares worth $2.71M. The position accounts for 1.4% of the portfolio, ranked #10.

Athena Investment Management first reported a position in VV in Q2 2022 and has held it in 16 quarters since. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Athena Investment Management held 9,063 shares of Vanguard Morningstar Large-Cap ETF worth $2.71M as of Q1 2026.
Athena Investment Management bought 1,472 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $461K.
Vanguard Morningstar Large-Cap ETF made up 1.4% of Athena Investment Management's portfolio in Q1 2026, its #10 holding.
Athena Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2022 and has held it in 16 quarters since.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.