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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
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

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

Klingman & Associates's VV Position: Q2 2026 in Review

Klingman & Associates reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.8% in Q2 2026, selling an estimated $7.34K and leaving 753 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #292.

Klingman & Associates first reported a position in VV in Q3 2017 and has held it in 23 quarters since. The position peaked at $468K in Q4 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Klingman & Associates held 753 shares of Vanguard Morningstar Large-Cap ETF worth $259K as of Q2 2026.
  • Klingman & Associates sold 22 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $7.34K.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #292 holding.
  • Klingman & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2017 and has held it in 23 quarters since.
  • Klingman & Associates's Vanguard Morningstar Large-Cap ETF position peaked at $468K in Q4 2024.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.