Kovitz Investment Group Partners
VV icon

Kovitz Investment Group Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-2,654
Closed -$818K – 1319
2025
Q3 		$818K Buy
2,654
+1
+0% +$296 ﹤0.01% 887
2025
Q2 		$758K Buy
2,653
+392
+17% +$103K ﹤0.01% 858
2025
Q1 		$581K Sell
2,261
-540
-19% -$146K ﹤0.01% 869
2024
Q4 		$756K Sell
2,801
-1,270
-31% -$344K ﹤0.01% 788
2024
Q3 		$887K Buy
+4,071
New +$1.03M 0.01% 647
2021
Q4 		– Sell
-7,474
Closed -$1.5M – 466
2021
Q3 		$1.5M Buy
+7,474
New +$1.54M 0.03% 261

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NMIFOAC
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Vanguard Group
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Bank of America
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return