Heritage Family Offices’s Vanguard Large-Cap ETF VV Stock Holding History

Heritage Family Offices’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	$250K	Buy	+837	New	+$262K	0.11%	164

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

Heritage Family Offices's VV Position: Q1 2026 in Review

Heritage Family Offices opened a new position in Vanguard Large-Cap ETF (VV) in Q1 2026: 837 shares worth $250K. The stake represents 0.11% of the portfolio and ranks #164 among its holdings.

1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Heritage Family Offices held 837 shares of Vanguard Large-Cap ETF worth $250K as of Q1 2026.
Vanguard Large-Cap ETF was a new Heritage Family Offices position in Q1 2026.
Vanguard Large-Cap ETF made up 0.11% of Heritage Family Offices's portfolio in Q1 2026, its #164 holding.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.