Howland Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Howland Capital 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 Q2	$224K	Buy	+650	New	+$217K	0.01%	266
2026 Q1	–	Sell	-650	Closed	-$205K	–	273
2025 Q4	$205K	Hold	650	–	–	0.01%	266
2025 Q3	$201K	Buy	+650	New	+$192K	0.01%	271
2024 Q2	–	Sell	-1,050	Closed	-$252K	–	286
2024 Q1	$252K	Hold	1,050	–	–	0.01%	244
2023 Q4	$229K	Hold	1,050	–	–	0.01%	236
2023 Q3	$205K	Sell	1,050 -115	-10%	-$23.4K	0.01%	237
2023 Q2	$236K	Sell	1,165 -4	-0.3%	-$767	0.01%	243
2023 Q1	$218K	Hold	1,169	–	–	0.01%	252
2022 Q4	$204K	Buy	+1,169	New	+$205K	0.01%	250
2022 Q3	–	Sell	-1,169	Closed	-$201K	–	260
2022 Q2	$201K	Hold	1,169	–	–	0.01%	242
2022 Q1	$244K	Hold	1,169	–	–	0.01%	210
2021 Q4	$258K	Buy	+1,169	New	+$251K	0.01%	207

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

Howland Capital Management's VV Position: Q2 2026 in Review

Howland Capital Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 650 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Howland Capital Management previously reported a position in VV as recently as Q4 2025.

Howland Capital Management first reported a position in VV in Q4 2021 and has held it in 12 quarters since. The position peaked at $258K in Q4 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Howland Capital Management held 650 shares of Vanguard Morningstar Large-Cap ETF worth $224K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Howland Capital Management position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #266 holding.
Howland Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Howland Capital Management's Vanguard Morningstar Large-Cap ETF position peaked at $258K in Q4 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.