GW&K Investment Management’s Vanguard 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 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 $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GW&K Investment Management's VV Position: Q1 2026 in Review

GW&K Investment Management held its Vanguard Large-Cap ETF (VV) position steady in Q1 2026 at 7,867 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #303.

GW&K Investment Management first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.48M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

GW&K Investment Management held 7,867 shares of Vanguard Large-Cap ETF worth $2.35M as of Q1 2026.
GW&K Investment Management left its Vanguard Large-Cap ETF share count unchanged in Q1 2026.
Vanguard Large-Cap ETF made up 0.02% of GW&K Investment Management's portfolio in Q1 2026, its #303 holding.
GW&K Investment Management first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
GW&K Investment Management's Vanguard Large-Cap ETF position peaked at $2.48M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.