Box Hill Private Wealth’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Box Hill 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	$20.4M	Buy	59,252 +1,824	+3%	+$608K	16.35%	1
2026 Q1	$17.2M	Sell	57,428 -318	-0.6%	-$99.5K	16.96%	1
2025 Q4	$18.2M	Buy	+57,746	New	+$18M	18.4%	1

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

Box Hill Private Wealth's VV Position: Q2 2026 in Review

Box Hill Private Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.2% in Q2 2026, buying an estimated $608K and bringing the position to 59,252 shares worth $20.4M. The position accounts for 16.35% of the portfolio, ranked #1.

Box Hill Private Wealth first reported a position in VV in Q4 2025 and has held it in 3 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Box Hill Private Wealth held 59,252 shares of Vanguard Morningstar Large-Cap ETF worth $20.4M as of Q2 2026.
Box Hill Private Wealth bought 1,824 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $608K.
Vanguard Morningstar Large-Cap ETF made up 16.35% of Box Hill Private Wealth's portfolio in Q2 2026, its #1 holding.
Box Hill Private Wealth first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 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 Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.