Matthew Hamilton Rosenberg’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Matthew Hamilton Rosenberg’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	$27.5K	Hold	80	–	–	0.01%	512
2026 Q1	$23.9K	Hold	80	–	–	﹤0.01%	524
2025 Q4	$25.2K	Hold	80	–	–	0.01%	510
2025 Q3	$24.6K	Hold	80	–	–	0.01%	511
2025 Q2	$22.8K	Buy	+80	New	+$21.1K	0.01%	538
2023 Q2	–	Sell	-403	Closed	-$75.3K	–	1003
2023 Q1	$75.3K	Buy	+403	New	+$73.4K	0.02%	369

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

Matthew Hamilton Rosenberg's VV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 80 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #512.

Matthew Hamilton Rosenberg first reported a position in VV in Q1 2023 and has held it in 6 quarters since. The position peaked at $75.3K in Q1 2023. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Matthew Hamilton Rosenberg held 80 shares of Vanguard Morningstar Large-Cap ETF worth $27.5K as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #512 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 6 quarters since.
Matthew Hamilton Rosenberg's Vanguard Morningstar Large-Cap ETF position peaked at $75.3K in Q1 2023.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.