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Hazlett, Burt & Watson’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Hazlett, Burt & Watson’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 		$454K Buy
1,330
+201
+18% +$67.1K 0.12% 164
2026
Q1 		$338K Buy
1,129
+122
+12% +$38.2K 0.11% 186
2025
Q4 		$316K Buy
1,007
+281
+39% +$87.7K 0.1% 190
2025
Q3 		$223K Buy
726
+98
+16% +$29K 0.08% 214
2025
Q2 		$179K Sell
628
-58
-8% -$15.3K 0.07% 219
2025
Q1 		$176K Sell
686
-434
-39% -$118K 0.08% 217
2024
Q4 		$301K Sell
1,120
-62
-5% -$16.8K 0.13% 153
2024
Q3 		$309K Sell
1,182
-75
-6% -$19K 0.14% 156
2024
Q2 		$314K Sell
1,257
-5
-0.4% -$1.2K 0.16% 130
2024
Q1 		$303K Sell
1,262
-6
-0.5% -$1.37K 0.18% 124
2023
Q4 		$278K Buy
1,268
+2
+0.2% +$409 0.19% 123
2023
Q3 		$248K Buy
1,266
+278
+28% +$56.6K 0.18% 123
2023
Q2 		$201K Buy
988
+672
+213% +$129K 0.15% 135
2023
Q1 		$59K Hold
316
– – 0.05% 256
2022
Q4 		$55K Buy
316
+1
+0.3% +$175 0.05% 260
2022
Q3 		$51K Buy
315
+1
+0.3% +$182 0.05% 259
2022
Q2 		$54K Buy
314
+2
+0.6% +$375 0.05% 259
2022
Q1 		$65K Buy
+312
New +$64.1K 0.05% 252

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hazlett, Burt & Watson's VV Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 18% in Q2 2026, buying an estimated $67.1K and bringing the position to 1,330 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #164.

Hazlett, Burt & Watson first reported a position in VV in Q1 2022 and has held it in 18 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Hazlett, Burt & Watson held 1,330 shares of Vanguard Morningstar Large-Cap ETF worth $454K as of Q2 2026.
  • Hazlett, Burt & Watson bought 201 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $67.1K.
  • Vanguard Morningstar Large-Cap ETF made up 0.12% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #164 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.