Kovitz Investment Group Partners’s Vanguard Morningstar 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

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kovitz Investment Group Partners's VV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2025, closing a stake of 2,654 shares — an estimated $818K sold.

Kovitz Investment Group Partners first reported a position in VV in Q3 2021 and held it in 6 quarters. The position peaked at $1.5M in Q3 2021. 1,334 funds tracked by Wall St. Rank hold VV as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 2,654 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $818K.
Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and held it in 6 quarters.
Kovitz Investment Group Partners's Vanguard Morningstar Large-Cap ETF position peaked at $1.5M in Q3 2021.
1,334 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.