Klingman & Associates
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Klingman & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Klingman & Associates’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
Q3 		$265K Hold
753
– – 0.01% 346
2026
Q2 		$259K Sell
753
-22
-3% -$7.34K 0.01% 292
2026
Q1 		$232K Buy
775
+22
+3% +$6.88K 0.01% 302
2025
Q4 		$237K Sell
753
-357
-32% -$111K 0.01% 291
2025
Q3 		$342K Sell
1,110
-117
-10% -$34.6K 0.02% 238
2025
Q2 		$350K Sell
1,227
-510
-29% -$134K 0.02% 222
2025
Q1 		$446K Hold
1,737
– – 0.03% 170
2024
Q4 		$468K Buy
1,737
+51
+3% +$13.8K 0.03% 158
2024
Q3 		$444K Hold
1,686
– – 0.03% 170
2024
Q2 		$421K Hold
1,686
– – 0.03% 157
2024
Q1 		$404K Hold
1,686
– – 0.03% 168
2023
Q4 		$368K Hold
1,686
– – 0.03% 164
2023
Q3 		$330K Buy
1,686
+217
+15% +$44.2K 0.03% 166
2023
Q2 		$298K Buy
+1,469
New +$282K 0.02% 172
2022
Q2 		– Sell
-1,776
Closed -$370K – 212
2022
Q1 		$370K Hold
1,776
– – 0.03% 145
2021
Q4 		$393K Hold
1,776
– – 0.03% 125
2021
Q3 		$357K Hold
1,776
– – 0.03% 123
2021
Q2 		$357K Hold
1,776
– – 0.03% 120
2021
Q1 		$329K Buy
1,776
+350
+25% +$63.4K 0.03% 124
2020
Q4 		$251K Hold
1,426
– – 0.03% 135
2020
Q3 		$223K Hold
1,426
– – 0.03% 131
2020
Q2 		$204K Buy
+1,426
New +$193K 0.03% 123
2020
Q1 		– Sell
-1,770
Closed -$262K – 143
2019
Q4 		$262K Buy
+1,770
New +$250K 0.04% 116
2017
Q4 		– Sell
-2,852
Closed -$329K – 117
2017
Q3 		$329K Buy
+2,852
New +$323K 0.08% 74

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Klingman & Associates's VV Position: Q3 2026 in Review

Klingman & Associates held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 753 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #346.

Klingman & Associates first reported a position in VV in Q3 2017 and has held it in 24 quarters since. The position peaked at $468K in Q4 2024. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Klingman & Associates held 753 shares of Vanguard Morningstar Large-Cap ETF worth $265K as of Q3 2026.
  • Klingman & Associates left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #346 holding.
  • Klingman & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2017 and has held it in 24 quarters since.
  • Klingman & Associates's Vanguard Morningstar Large-Cap ETF position peaked at $468K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.