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

Mariner’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	$200M	Sell	582,014 -21,933	-4%	-$7.32M	0.21%	95
2026 Q1	$180M	Buy	603,947 +15,649	+3%	+$4.9M	0.21%	89
2025 Q4	$185M	Buy	588,298 +14,334	+2%	+$4.48M	0.22%	79
2025 Q3	$177M	Buy	573,964 +48,695	+9%	+$14.4M	0.23%	83
2025 Q2	$150M	Buy	525,269 +49,464	+10%	+$13M	0.22%	88
2025 Q1	$122M	Buy	475,805 +9,263	+2%	+$2.51M	0.2%	99
2024 Q4	$126M	Buy	466,542 +5,912	+1%	+$1.6M	0.21%	90
2024 Q3	$121M	Buy	460,630 +19,733	+4%	+$5.01M	0.22%	89
2024 Q2	$110M	Buy	440,897 +22,432	+5%	+$5.39M	0.21%	92
2024 Q1	$100M	Buy	418,465 +46,682	+13%	+$10.7M	0.21%	100
2023 Q4	$81.1M	Buy	371,783 +5,229	+1%	+$1.07M	0.19%	105
2023 Q3	$71.7M	Buy	366,554 +6,231	+2%	+$1.27M	0.19%	110
2023 Q2	$73M	Sell	360,323 -15,519	-4%	-$2.97M	0.2%	109
2023 Q1	$70.2M	Buy	375,842 +14,427	+4%	+$2.63M	0.2%	103
2022 Q4	$63M	Buy	361,415 +58,062	+19%	+$10.2M	0.2%	107
2022 Q3	$49.6M	Buy	303,353 +25,868	+9%	+$4.7M	0.2%	120
2022 Q2	$47.8M	Buy	277,485 +101,407	+58%	+$19M	0.2%	124
2022 Q1	$36.7M	Buy	176,078 +7,627	+5%	+$1.57M	0.14%	155
2021 Q4	$37.2M	Buy	168,451 +2,567	+2%	+$550K	0.16%	151
2021 Q3	$33.3M	Buy	165,884 +25,522	+18%	+$5.27M	0.17%	143
2021 Q2	$28.2M	Buy	140,362 +3,840	+3%	+$749K	0.17%	147
2021 Q1	$25.3M	Buy	136,522 +7,729	+6%	+$1.4M	0.18%	146
2020 Q4	$22.6M	Buy	128,793 +23,321	+22%	+$3.87M	0.17%	148
2020 Q3	$16.5M	Buy	105,472 +5,688	+6%	+$877K	0.16%	154
2020 Q2	$14.3M	Sell	99,784 -99	-0.1%	-$13.4K	0.14%	157
2020 Q1	$11.9M	Buy	99,883 +51,833	+108%	+$7.28M	0.15%	156
2019 Q4	$7.1M	Buy	48,050 +1,260	+3%	+$178K	0.07%	221
2019 Q3	$6.38M	Sell	46,790 -1,624	-3%	-$220K	0.08%	211
2019 Q2	$6.52M	Buy	48,414 +2,137	+5%	+$283K	0.08%	221
2019 Q1	$5.09M	Buy	46,277 +9,834	+27%	+$1.23M	0.07%	232
2018 Q4	$4.19M	Buy	36,443 +1,484	+4%	+$184K	0.07%	224
2018 Q3	$4.67M	Buy	34,959 +2,954	+9%	+$387K	0.12%	171
2018 Q2	$3.99M	Buy	32,005 +1,382	+5%	+$172K	0.11%	173
2018 Q1	$3.71M	Buy	30,623 +1,141	+4%	+$143K	0.13%	145
2017 Q4	$3.61M	Sell	29,482 -51	-0.2%	-$6.09K	0.14%	130
2017 Q3	$3.41M	Sell	29,533 -592	-2%	-$67K	0.15%	113
2017 Q2	$3.34M	Sell	30,125 -436	-1%	-$48K	0.16%	118
2017 Q1	$3.3M	Buy	30,561 +1,810	+6%	+$193K	0.14%	129
2016 Q4	$2.94M	Buy	28,751 +25,338	+742%	+$2.54M	0.14%	134
2016 Q3	$339K	Buy	+3,413	New	+$338K	0.02%	448
2015 Q3	–	Sell	-31,542	Closed	-$2.99M	–	573
2015 Q2	$2.99M	Buy	+31,542	New	+$3.05M	0.14%	140
2014 Q3	–	Sell	-2,283	Closed	-$205K	–	371
2014 Q2	$205K	Buy	+2,283	New	+$199K	0.02%	325
2013 Q3	–	Sell	-4,566	Closed	-$335K	–	311
2013 Q2	$335K	Buy	+4,566	New	+$337K	0.07%	198

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

Mariner's VV Position: Q2 2026 in Review

Mariner reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 3.6% in Q2 2026, selling an estimated $7.32M and leaving 582,014 shares worth $200M. The position accounts for 0.21% of the portfolio, ranked #95.

Mariner first reported a position in VV in Q2 2013 and has held it in 43 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Mariner held 582,014 shares of Vanguard Morningstar Large-Cap ETF worth $200M as of Q2 2026.
Mariner sold 21,933 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $7.32M.
Vanguard Morningstar Large-Cap ETF made up 0.21% of Mariner's portfolio in Q2 2026, its #95 holding.
Mariner first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 43 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.