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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
Q2 		$31.1M Buy
90,501
+3,757
+4% +$1.25M 2.84% 10
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 $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

Miller Investment Management's VV Position: Q2 2026 in Review

Miller Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.3% in Q2 2026, buying an estimated $1.25M and bringing the position to 90,501 shares worth $31.1M. The position accounts for 2.84% of the portfolio, ranked #10.

Miller Investment Management first reported a position in VV in Q4 2021 and has held it in 18 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Miller Investment Management held 90,501 shares of Vanguard Morningstar Large-Cap ETF worth $31.1M as of Q2 2026.
  • Miller Investment Management bought 3,757 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.25M.
  • Vanguard Morningstar Large-Cap ETF made up 2.84% of Miller Investment Management's portfolio in Q2 2026, its #10 holding.
  • Miller Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Miller Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.