Haven Private’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Haven Private’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	$295K	Hold	858	–	–	0.11%	139
2026 Q1	$256K	Hold	858	–	–	0.11%	151
2025 Q4	$270K	Hold	858	–	–	0.12%	143
2025 Q3	$264K	Sell	858 -3	-0.3%	-$888	0.12%	138
2025 Q2	$246K	Sell	861 -491	-36%	-$129K	0.11%	153
2025 Q1	$348K	Sell	1,352 -50	-4%	-$13.5K	0.2%	101
2024 Q4	$378K	Buy	+1,402	New	+$380K	0.21%	112

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

Haven Private's VV Position: Q2 2026 in Review

Haven Private held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 858 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #139.

Haven Private first reported a position in VV in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q4 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Haven Private held 858 shares of Vanguard Morningstar Large-Cap ETF worth $295K as of Q2 2026.
Haven Private left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.11% of Haven Private's portfolio in Q2 2026, its #139 holding.
Haven Private first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Haven Private's Vanguard Morningstar Large-Cap ETF position peaked at $378K in Q4 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.