HFO
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Heritage Family Offices’s Vanguard Morningstar 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
Q2 		$461K Buy
1,340
+503
+60% +$168K 0.18% 106
2026
Q1 		$250K Buy
+837
New +$262K 0.11% 164

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

Heritage Family Offices's VV Position: Q2 2026 in Review

Heritage Family Offices increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 60% in Q2 2026, buying an estimated $168K and bringing the position to 1,340 shares worth $461K. The position accounts for 0.18% of the portfolio, ranked #106.

Heritage Family Offices first reported a position in VV in Q1 2026 and has held it in 2 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Heritage Family Offices held 1,340 shares of Vanguard Morningstar Large-Cap ETF worth $461K as of Q2 2026.
  • Heritage Family Offices bought 503 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $168K.
  • Vanguard Morningstar Large-Cap ETF made up 0.18% of Heritage Family Offices's portfolio in Q2 2026, its #106 holding.
  • Heritage Family Offices first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.