Elm Partners Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Elm Partners Management’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	$365K	Buy	+1,060	New	+$354K	0.01%	124

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

Elm Partners Management's VV Position: Q2 2026 in Review

Elm Partners Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 1,060 shares worth $365K. The stake represents 0.01% of the portfolio and ranks #124 among its holdings.

1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Elm Partners Management held 1,060 shares of Vanguard Morningstar Large-Cap ETF worth $365K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Elm Partners Management position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #124 holding.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.