Bank Hapoalim BM’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Bank Hapoalim BM’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	–	Sell	-47,700	Closed	-$15M	–	128
2025 Q4	$15M	Hold	47,700	–	–	1.3%	18
2025 Q3	$14.7M	Buy	+47,700	New	+$14.1M	1.81%	18
2025 Q1	–	Sell	-50,800	Closed	-$13.7M	–	136
2024 Q4	$13.7M	Hold	50,800	–	–	2.22%	11
2024 Q3	$13.4M	Hold	50,800	–	–	2.03%	14
2024 Q2	$12.7M	Buy	+50,800	New	+$12.2M	1.79%	17
2023 Q1	–	Sell	-71,000	Closed	-$12.4M	–	172
2022 Q4	$12.4M	Hold	71,000	–	–	1.54%	23
2022 Q3	$11.6M	Hold	71,000	–	–	1.46%	23
2022 Q2	$12.2M	Hold	71,000	–	–	1.52%	21
2022 Q1	$14.8M	Buy	+71,000	New	+$14.6M	1.54%	19

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

Bank Hapoalim BM's VV Position: Q1 2026 in Review

Bank Hapoalim BM sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 47,700 shares — an estimated $15M sold.

Bank Hapoalim BM first reported a position in VV in Q1 2022 and held it in 9 quarters. The position peaked at $15M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Bank Hapoalim BM reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
Bank Hapoalim BM sold 47,700 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $15M.
Bank Hapoalim BM first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and held it in 9 quarters.
Bank Hapoalim BM's Vanguard Morningstar Large-Cap ETF position peaked at $15M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Bank Hapoalim BM's 13F filing for Q1 2026, filed 4 May 2026.