Jaffetilchin Investment Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Jaffetilchin Investment Partners’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	$61M	Buy	204,185 +546	+0.3%	+$171K	3.63%	6
2025 Q4	$64.1M	Buy	203,639 +1,017	+0.5%	+$318K	3.75%	6
2025 Q3	$62.4M	Buy	202,622 +481	+0.2%	+$142K	3.73%	6
2025 Q2	$57.7M	Buy	202,141 +149	+0.1%	+$39.3K	3.77%	6
2025 Q1	$51.9M	Buy	201,992 +1,789	+0.9%	+$485K	3.77%	5
2024 Q4	$54M	Buy	200,203 +1,273	+0.6%	+$345K	3.91%	6
2024 Q3	$52.4M	Buy	198,930 +1,462	+0.7%	+$371K	3.96%	5
2024 Q2	$49.3M	Buy	197,468 +136	+0.1%	+$32.7K	4.21%	6
2024 Q1	$47.3M	Buy	197,332 +635	+0.3%	+$145K	4.24%	5
2023 Q4	$42.9M	Buy	196,697 +732	+0.4%	+$150K	4.19%	5
2023 Q3	$38.3M	Buy	195,965 +665	+0.3%	+$135K	4.23%	5
2023 Q2	$39.6M	Sell	195,300 -5,197	-3%	-$996K	4.18%	4
2023 Q1	$37.5M	Sell	200,497 -23,103	-10%	-$4.21M	4.25%	4
2022 Q4	$39M	Buy	223,600 +32,667	+17%	+$5.73M	4.76%	4
2022 Q3	$31.2M	Sell	190,933 -256	-0.1%	-$46.5K	4.01%	5
2022 Q2	$33M	Buy	191,189 +778	+0.4%	+$146K	3.89%	5
2022 Q1	$34.1M	Buy	190,411 +145	+0.1%	+$29.8K	4.01%	5
2021 Q4	$42.1M	Buy	190,266 +1,690	+0.9%	+$362K	3.98%	6
2021 Q3	$37.9M	Sell	188,576 -188,431	-50%	-$38.9M	4.03%	6
2021 Q2	$71M	Buy	377,007 +188,502	+100%	+$36.8M	4.9%	4
2021 Q1	$34.9M	Buy	188,505 +38	+0%	+$6.89K	4.12%	5
2020 Q4	$33.1M	Buy	188,467 +9,591	+5%	+$1.59M	4.7%	5
2020 Q3	$28M	Buy	178,876 +24,029	+16%	+$3.7M	5.17%	4
2020 Q2	$22.1M	Buy	154,847 +15,244	+11%	+$2.06M	4.88%	5
2020 Q1	$16.5M	Buy	139,603 +546	+0.4%	+$76.7K	5.84%	3
2019 Q4	$20.6M	Buy	139,057 +179	+0.1%	+$25.3K	4.44%	3
2019 Q3	$18.9M	Buy	138,878 +1,990	+1%	+$270K	4.52%	3
2019 Q2	$18.4M	Buy	136,888 +132,302	+2,885%	+$17.5M	4.3%	4
2019 Q1	$595K	Buy	+4,586	New	+$573K	0.13%	135

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

Jaffetilchin Investment Partners's VV Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.27% in Q1 2026, buying an estimated $171K and bringing the position to 204,185 shares worth $61M. The position accounts for 3.63% of the portfolio, ranked #6.

Jaffetilchin Investment Partners first reported a position in VV in Q1 2019 and has held it in 29 quarters since. The position peaked at $71M in Q2 2021. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Jaffetilchin Investment Partners held 204,185 shares of Vanguard Morningstar Large-Cap ETF worth $61M as of Q1 2026.
Jaffetilchin Investment Partners bought 546 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $171K.
Vanguard Morningstar Large-Cap ETF made up 3.63% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #6 holding.
Jaffetilchin Investment Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Jaffetilchin Investment Partners's Vanguard Morningstar Large-Cap ETF position peaked at $71M in Q2 2021.
1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.