Marco Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Marco Investment Management’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	$306K	Hold	889	–	–	0.02%	194
2026 Q1	$266K	Hold	889	–	–	0.02%	195
2025 Q4	$280K	Hold	889	–	–	0.02%	183
2025 Q3	$274K	Hold	889	–	–	0.02%	181
2025 Q2	$254K	Hold	889	–	–	0.02%	188
2025 Q1	$229K	Hold	889	–	–	0.02%	194
2024 Q4	$240K	Hold	889	–	–	0.02%	193
2024 Q3	$234K	Hold	889	–	–	0.02%	205
2024 Q2	$222K	Hold	889	–	–	0.02%	197
2024 Q1	$213K	Sell	889 -47	-5%	-$10.8K	0.02%	197
2023 Q4	$204K	Buy	+936	New	+$191K	0.02%	201
2023 Q2	–	Sell	-1,167	Closed	-$218K	–	210
2023 Q1	$218K	Hold	1,167	–	–	0.02%	185
2022 Q4	$203K	Buy	+1,167	New	+$205K	0.02%	194
2022 Q3	–	Sell	-1,167	Closed	-$201K	–	198
2022 Q2	$201K	Hold	1,167	–	–	0.02%	191
2022 Q1	$243K	Hold	1,167	–	–	0.02%	185
2021 Q4	$258K	Hold	1,167	–	–	0.03%	190
2021 Q3	$234K	Hold	1,167	–	–	0.03%	194
2021 Q2	$234K	Hold	1,167	–	–	0.03%	186
2021 Q1	$216K	Hold	1,167	–	–	0.03%	185
2020 Q4	$205K	Buy	+1,167	New	+$194K	0.03%	186

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

Marco Investment Management's VV Position: Q2 2026 in Review

Marco Investment Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 889 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #194.

Marco Investment Management first reported a position in VV in Q4 2020 and has held it in 20 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Marco Investment Management held 889 shares of Vanguard Morningstar Large-Cap ETF worth $306K as of Q2 2026.
Marco Investment Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #194 holding.
Marco Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 20 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.