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 Q3	$28.1K	Hold	80	–	–	0.01%	515
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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Matthew Hamilton Rosenberg's VV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q3 2026 at 80 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #515.

Matthew Hamilton Rosenberg first reported a position in VV in Q1 2023 and has held it in 7 quarters since. The position peaked at $75.3K in Q1 2023. 83 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Matthew Hamilton Rosenberg held 80 shares of Vanguard Morningstar Large-Cap ETF worth $28.1K as of Q3 2026.
Matthew Hamilton Rosenberg left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q3 2026.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #515 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2023 and has held it in 7 quarters since.
Matthew Hamilton Rosenberg's Vanguard Morningstar Large-Cap ETF position peaked at $75.3K in Q1 2023.
83 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.