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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
Q3 		$24.4M Buy
69,388
+2,884
+4% +$1.01M 8.95% 1
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 		$9.8M Buy
+55,978
New +$9.8M 7.63% 4

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
AWMA
Arbor Wealth Management (Arizona) Tempe, Arizona $112M AUM 8% 1-Year Est. Return

MB, Levis & Associates's VV Position: Q3 2026 in Review

MB, Levis & Associates increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.3% in Q3 2026, buying an estimated $1.01M and bringing the position to 69,388 shares worth $24.4M. The position accounts for 8.95% of the portfolio, ranked #1.

MB, Levis & Associates first reported a position in VV in Q4 2022 and has held it in 16 quarters since. 356 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • MB, Levis & Associates held 69,388 shares of Vanguard Morningstar Large-Cap ETF worth $24.4M as of Q3 2026.
  • MB, Levis & Associates bought 2,884 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $1.01M.
  • Vanguard Morningstar Large-Cap ETF made up 8.95% of MB, Levis & Associates's portfolio in Q3 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 16 quarters since.
  • 356 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.