Battery Global Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Battery Global Advisors’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	$1.68M	Hold	4,880	–	–	0.84%	13
2026 Q1	$1.46M	Sell	4,880 -7,361	-60%	-$2.3M	0.78%	14
2025 Q4	$5.97M	Buy	12,241 +7,361	+151%	+$2.3M	2.77%	9
2025 Q3	$1.51M	Buy	4,880 +1	+0%	+$296	0.71%	15
2025 Q2	$1.4M	Hold	4,879	–	–	0.69%	14
2025 Q1	$1.25M	Hold	4,879	–	–	0.7%	16
2024 Q4	$1.32M	Hold	4,879	–	–	0.7%	15
2024 Q3	$1.29M	Hold	4,879	–	–	0.7%	16
2024 Q2	$1.22M	Hold	4,879	–	–	0.81%	13
2024 Q1	$1.17M	Hold	4,879	–	–	0.95%	11
2023 Q4	$1.06M	Buy	+4,879	New	+$997K	0.82%	14

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

Battery Global Advisors's VV Position: Q2 2026 in Review

Battery Global Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 4,880 shares worth $1.68M. The position accounts for 0.84% of the portfolio, ranked #13.

Battery Global Advisors first reported a position in VV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.97M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Battery Global Advisors held 4,880 shares of Vanguard Morningstar Large-Cap ETF worth $1.68M as of Q2 2026.
Battery Global Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.84% of Battery Global Advisors's portfolio in Q2 2026, its #13 holding.
Battery Global Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Battery Global Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $5.97M in Q4 2025.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.