BHPW
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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
Q3 		$22.6M Buy
64,323
+5,071
+9% +$1.78M 16.46% 1
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Box Hill Private Wealth's VV Position: Q3 2026 in Review

Box Hill Private Wealth increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.6% in Q3 2026, buying an estimated $1.78M and bringing the position to 64,323 shares worth $22.6M. The position accounts for 16.46% of the portfolio, ranked #1.

Box Hill Private Wealth first reported a position in VV in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Box Hill Private Wealth held 64,323 shares of Vanguard Morningstar Large-Cap ETF worth $22.6M as of Q3 2026.
  • Box Hill Private Wealth bought 5,071 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.78M.
  • Vanguard Morningstar Large-Cap ETF made up 16.46% of Box Hill Private Wealth's portfolio in Q3 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 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.