Ken Fisher
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Ken Fisher’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Ken Fisher’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 		$352K Buy
1,176
+60
+5% +$18.8K ﹤0.01% 872
2025
Q4 		$352K Buy
1,116
+348
+45% +$109K ﹤0.01% 853
2025
Q3 		$236K Sell
768
-828
-52% -$245K ﹤0.01% 944
2025
Q2 		$455K Buy
1,596
+503
+46% +$133K ﹤0.01% 799
2025
Q1 		$281K Buy
1,093
+55
+5% +$14.9K ﹤0.01% 910
2024
Q4 		$280K Buy
1,038
+162
+18% +$43.9K ﹤0.01% 886
2024
Q3 		$231K Buy
+876
New +$222K ﹤0.01% 878
2023
Q4 		– Sell
-1,286
Closed -$252K – 1129
2023
Q3 		$252K Buy
1,286
+53
+4% +$10.8K ﹤0.01% 971
2023
Q2 		$250K Sell
1,233
-106
-8% -$20.3K ﹤0.01% 984
2023
Q1 		$250K Buy
+1,339
New +$244K ﹤0.01% 942
2022
Q2 		– Sell
-1,025
Closed -$214K – 997
2022
Q1 		$214K Sell
1,025
-3,705
-78% -$761K ﹤0.01% 879
2021
Q4 		$1.04M Buy
4,730
+3,702
+360% +$794K ﹤0.01% 638
2021
Q3 		$207K Sell
1,028
-342
-25% -$70.7K ﹤0.01% 874
2021
Q2 		$275K Sell
1,370
-2,915
-68% -$569K ﹤0.01% 819
2021
Q1 		$794K Buy
4,285
+1,876
+78% +$340K ﹤0.01% 643
2020
Q4 		$423K Buy
+2,409
New +$400K ﹤0.01% 734

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ken Fisher's VV Position: Q1 2026 in Review

Ken Fisher increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.4% in Q1 2026, buying an estimated $18.8K and bringing the position to 1,176 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Ken Fisher first reported a position in VV in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.04M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Ken Fisher held 1,176 shares of Vanguard Morningstar Large-Cap ETF worth $352K as of Q1 2026.
  • Ken Fisher bought 60 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $18.8K.
  • Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #872 holding.
  • Ken Fisher first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • Ken Fisher's Vanguard Morningstar Large-Cap ETF position peaked at $1.04M in Q4 2021.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.