Latigo Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Latigo Investments’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	$37.5M	Hold	108,982	–	–	16.7%	1
2026 Q1	$32.6M	Hold	108,982	–	–	16.22%	1
2025 Q4	$34.3M	Hold	108,982	–	–	16.88%	1
2025 Q3	$33.6M	Hold	108,982	–	–	16.91%	1
2025 Q2	$31.1M	Hold	108,982	–	–	16.01%	1
2025 Q1	$28M	Hold	108,982	–	–	14.93%	1
2024 Q4	$29.4M	Hold	108,982	–	–	14.95%	1
2024 Q3	$28.7M	Hold	108,982	–	–	14.01%	1
2024 Q2	$27.2M	Hold	108,982	–	–	13.93%	1
2024 Q1	$26.1M	Buy	108,982 +373	+0.3%	+$85.3K	13.39%	1
2023 Q4	$23.7M	Buy	108,609 +450	+0.4%	+$92K	13.08%	1
2023 Q3	$21.2M	Buy	108,159 +396	+0.4%	+$80.6K	12.88%	1
2023 Q2	$21.8M	Sell	107,763 -4,786	-4%	-$917K	13.4%	1
2023 Q1	$21M	Buy	112,549 +439	+0.4%	+$79.9K	15.11%	1
2022 Q4	$19.5M	Buy	112,110 +527	+0.5%	+$92.5K	14.9%	1
2022 Q3	$18.3M	Buy	111,583 +27,649	+33%	+$5.03M	15.37%	1
2022 Q2	$14.5M	Hold	83,934	–	–	12.01%	3
2022 Q1	$17.5M	Hold	83,934	–	–	12.17%	3
2021 Q4	$18.6M	Buy	+83,934	New	+$18M	12.38%	3

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

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

Latigo Investments's VV Position: Q2 2026 in Review

Latigo Investments held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 108,982 shares worth $37.5M. The position accounts for 16.7% of the portfolio, ranked #1.

Latigo Investments first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Latigo Investments held 108,982 shares of Vanguard Morningstar Large-Cap ETF worth $37.5M as of Q2 2026.
Latigo Investments left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 16.7% of Latigo Investments's portfolio in Q2 2026, its #1 holding.
Latigo Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Latigo Investments's 13F filing for Q2 2026, filed 7 Aug 2026.