Mesirow Financial Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mesirow Financial Investment Management’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	$667K	Buy	1,940 +3	+0.2%	+$1K	0.01%	328
2026 Q1	$579K	Buy	1,937 +239	+14%	+$74.8K	0.01%	339
2025 Q4	$535K	Buy	1,698 +4	+0.2%	+$1.25K	0.01%	320
2025 Q3	$521K	Buy	1,694 +3	+0.2%	+$888	0.01%	369
2025 Q2	$483K	Buy	1,691 +275	+19%	+$72.5K	0.01%	368
2025 Q1	$364K	Buy	1,416 +1	+0.1%	+$271	0.01%	414
2024 Q4	$381K	Sell	1,415 -1,407	-50%	-$381K	0.01%	410
2024 Q3	$743K	Buy	2,822 +1,586	+128%	+$402K	0.01%	302
2024 Q2	$309K	Sell	1,236 -242	-16%	-$58.1K	0.01%	405
2024 Q1	$354K	Buy	+1,478	New	+$338K	0.01%	405

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

Mesirow Financial Investment Management's VV Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.15% in Q2 2026, buying an estimated $1K and bringing the position to 1,940 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #328.

Mesirow Financial Investment Management first reported a position in VV in Q1 2024 and has held it in 10 quarters since. The position peaked at $743K in Q3 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Mesirow Financial Investment Management held 1,940 shares of Vanguard Morningstar Large-Cap ETF worth $667K as of Q2 2026.
Mesirow Financial Investment Management bought 3 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #328 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Mesirow Financial Investment Management's Vanguard Morningstar Large-Cap ETF position peaked at $743K in Q3 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.