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Beverly Hills Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Beverly Hills Private Wealth’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 		$235K Hold
683
– – 0.04% 224
2026
Q1 		$204K Buy
+683
New +$214K 0.03% 327
2025
Q2 		– Sell
-858
Closed -$221K – 350
2025
Q1 		$221K Buy
+858
New +$232K 0.04% 322

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Beverly Hills Private Wealth's VV Position: Q2 2026 in Review

Beverly Hills Private Wealth held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 683 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #224.

Beverly Hills Private Wealth first reported a position in VV in Q1 2025 and has held it in 3 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Beverly Hills Private Wealth held 683 shares of Vanguard Morningstar Large-Cap ETF worth $235K as of Q2 2026.
  • Beverly Hills Private Wealth left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #224 holding.
  • Beverly Hills Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.