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MB, Levis & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

MB, Levis & Associates’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 		$22.9M Buy
66,504
+359
+0.5% +$120K 8.43% 1
2026
Q1 		$19.8M Buy
66,145
+526
+0.8% +$165K 8.25% 2
2025
Q4 		$20.7M Sell
65,619
-1,263
-2% -$394K 8.7% 1
2025
Q3 		$20.6M Buy
66,882
+2,583
+4% +$765K 8.91% 1
2025
Q2 		$18.3M Buy
64,299
+2,215
+4% +$584K 8.06% 1
2025
Q1 		$16M Buy
62,084
+1,576
+3% +$427K 7.41% 1
2024
Q4 		$16.3M Buy
60,508
+224
+0.4% +$60.7K 8.17% 1
2024
Q3 		$15.9M Buy
60,284
+324
+0.5% +$82.2K 7.83% 2
2024
Q2 		$15M Sell
59,960
-76
-0.1% -$18.3K 7.87% 2
2024
Q1 		$14.4M Buy
60,036
+890
+2% +$204K 7.73% 2
2023
Q4 		$12.9M Buy
59,146
+761
+1% +$156K 7.38% 4
2023
Q3 		$11.4M Buy
58,385
+43
+0.1% +$8.76K 7.41% 3
2023
Q2 		$11.8M Buy
58,342
+785
+1% +$150K 7.58% 4
2023
Q1 		$10.8M Buy
57,557
+1,579
+3% +$287K 7.48% 3
2022
Q4 		$9.75M Buy
+55,978
New +$9.82M 7.63% 4

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MB, Levis & Associates's VV Position: Q2 2026 in Review

MB, Levis & Associates increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.54% in Q2 2026, buying an estimated $120K and bringing the position to 66,504 shares worth $22.9M. The position accounts for 8.43% of the portfolio, ranked #1.

MB, Levis & Associates first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,373 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • MB, Levis & Associates held 66,504 shares of Vanguard Morningstar Large-Cap ETF worth $22.9M as of Q2 2026.
  • MB, Levis & Associates bought 359 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Morningstar Large-Cap ETF made up 8.43% of MB, Levis & Associates's portfolio in Q2 2026, its #1 holding.
  • MB, Levis & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.