GW&K Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

GW&K Investment 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	$2.71M	Hold	7,867	–	–	0.02%	308
2026 Q1	$2.35M	Hold	7,867	–	–	0.02%	303
2025 Q4	$2.48M	Hold	7,867	–	–	0.02%	294
2025 Q3	$2.42M	Buy	7,867 +7,785	+9,494%	+$2.31M	0.02%	300
2025 Q2	$23K	Hold	82	–	–	﹤0.01%	691
2025 Q1	$21K	Hold	82	–	–	﹤0.01%	649
2024 Q4	$22K	Hold	82	–	–	﹤0.01%	606
2024 Q3	$22K	Hold	82	–	–	﹤0.01%	594
2024 Q2	$20K	Hold	82	–	–	﹤0.01%	575
2024 Q1	$20K	Hold	82	–	–	﹤0.01%	540
2023 Q4	$18K	Buy	+82	New	+$16.8K	﹤0.01%	534

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

GW&K Investment Management's VV Position: Q2 2026 in Review

GW&K Investment Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 7,867 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #308.

GW&K Investment Management first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

GW&K Investment Management held 7,867 shares of Vanguard Morningstar Large-Cap ETF worth $2.71M as of Q2 2026.
GW&K Investment Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of GW&K Investment Management's portfolio in Q2 2026, its #308 holding.
GW&K Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.