BW
VV icon

BIP Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

BIP 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 		$11.9M Buy
34,602
+644
+2% +$215K 0.34% 60
2026
Q1 		$10.1M Sell
33,958
-1,416
-4% -$443K 0.41% 50
2025
Q4 		$11.1M Sell
35,374
-323
-0.9% -$101K 0.39% 56
2025
Q3 		$11M Sell
35,697
-547
-2% -$162K 0.54% 37
2025
Q2 		$10.3M Sell
36,244
-169
-0.5% -$44.5K 0.64% 28
2025
Q1 		$9.36M Sell
36,413
-306
-0.8% -$82.9K 0.61% 28
2024
Q4 		$9.9M Sell
36,719
-172
-0.5% -$46.6K 0.66% 22
2024
Q3 		$9.71M Buy
36,891
+611
+2% +$155K 0.66% 22
2024
Q2 		$9.06M Sell
36,280
-738
-2% -$177K 0.74% 20
2024
Q1 		$8.88M Sell
37,018
-500
-1% -$114K 0.65% 23
2023
Q4 		$8.18M Buy
37,518
+95
+0.3% +$19.4K 0.64% 26
2023
Q3 		$7.32M Hold
37,423
– – 0.67% 25
2023
Q2 		$7.59M Sell
37,423
-565
-1% -$108K 0.62% 27
2023
Q1 		$7.1M Buy
+37,988
New +$6.92M 0.78% 28

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

BIP Wealth's VV Position: Q2 2026 in Review

BIP Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.9% in Q2 2026, buying an estimated $215K and bringing the position to 34,602 shares worth $11.9M. The position accounts for 0.34% of the portfolio, ranked #60.

BIP Wealth first reported a position in VV in Q1 2023 and has held it in 14 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • BIP Wealth held 34,602 shares of Vanguard Morningstar Large-Cap ETF worth $11.9M as of Q2 2026.
  • BIP Wealth bought 644 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $215K.
  • Vanguard Morningstar Large-Cap ETF made up 0.34% of BIP Wealth's portfolio in Q2 2026, its #60 holding.
  • BIP Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.