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

Miller 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
Q1 		$25.9M Buy
86,744
+23,893
+38% +$7.48M 2.57% 11
2025
Q4 		$19.8M Buy
62,851
+736
+1% +$230K 1.93% 13
2025
Q3 		$19.1M Sell
62,115
-110
-0.2% -$32.6K 1.92% 13
2025
Q2 		$17.8M Buy
62,225
+3,049
+5% +$803K 1.86% 12
2025
Q1 		$15.2M Buy
59,176
+37
+0.1% +$10K 1.68% 13
2024
Q4 		$15.9M Sell
59,139
-146
-0.2% -$39.6K 1.75% 14
2024
Q3 		$15.6M Buy
59,285
+47,184
+390% +$12M 1.63% 18
2024
Q2 		$3.02M Buy
12,101
+6,045
+100% +$1.45M 0.36% 35
2024
Q1 		$1.45M Buy
6,056
+5,067
+512% +$1.16M 0.19% 54
2023
Q4 		$216K Sell
989
-154
-13% -$31.5K 0.03% 98
2023
Q3 		$224K Sell
1,143
-413
-27% -$84.1K 0.04% 92
2023
Q2 		$315K Sell
1,556
-40
-3% -$7.67K 0.05% 84
2023
Q1 		$298K Hold
1,596
– – 0.05% 84
2022
Q4 		$278K Hold
1,596
– – 0.05% 85
2022
Q3 		$261K Buy
+1,596
New +$290K 0.05% 84
2022
Q2 		– Sell
-1,047
Closed -$218K – 98
2022
Q1 		$218K Hold
1,047
– – 0.03% 93
2021
Q4 		$231K Buy
+1,047
New +$225K 0.03% 94

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Miller Investment Management's VV Position: Q1 2026 in Review

Miller Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 38% in Q1 2026, buying an estimated $7.48M and bringing the position to 86,744 shares worth $25.9M. The position accounts for 2.57% of the portfolio, ranked #11.

Miller Investment Management first reported a position in VV in Q4 2021 and has held it in 17 quarters since. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Miller Investment Management held 86,744 shares of Vanguard Morningstar Large-Cap ETF worth $25.9M as of Q1 2026.
  • Miller Investment Management bought 23,893 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $7.48M.
  • Vanguard Morningstar Large-Cap ETF made up 2.57% of Miller Investment Management's portfolio in Q1 2026, its #11 holding.
  • Miller Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.