Madison Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Madison Investment Advisors’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
2024 Q4	$13.3M	Buy	+49,354	New	+$13.4M	0.15%	117

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Madison Investment Advisors's VV Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q4 2024: 49,354 shares worth $13.3M. The stake represents 0.15% of the portfolio and ranks #117 among its holdings.

1,185 funds tracked by Wall St. Rank hold VV as of Q4 2024.

Madison Investment Advisors held 49,354 shares of Vanguard Morningstar Large-Cap ETF worth $13.3M as of Q4 2024.
Vanguard Morningstar Large-Cap ETF was a new Madison Investment Advisors position in Q4 2024.
Vanguard Morningstar Large-Cap ETF made up 0.15% of Madison Investment Advisors's portfolio in Q4 2024, its #117 holding.
1,185 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.