Mitchell McLeod Pugh & Williams’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Mitchell McLeod Pugh & Williams’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	$1.42M	Buy	4,140 +55	+1%	+$18.3K	0.17%	107
2026 Q1	$1.22M	Buy	4,085 +1	+0%	+$313	0.18%	111
2025 Q4	$1.3M	Buy	4,084 +92	+2%	+$28.7K	0.19%	107
2025 Q3	$1.27M	Buy	3,992 +462	+13%	+$137K	0.2%	94
2025 Q2	$1.01M	Hold	3,530	–	–	0.19%	111
2025 Q1	$907K	Hold	3,530	–	–	0.19%	113
2024 Q4	$952K	Buy	3,530 +2	+0.1%	+$542	0.2%	104
2024 Q3	$929K	Hold	3,528	–	–	0.19%	116
2024 Q2	$881K	Hold	3,528	–	–	0.2%	113
2024 Q1	$846K	Buy	3,528 +1	+0%	+$229	0.2%	115
2023 Q4	$769K	Buy	3,527 +1	+0%	+$204	0.2%	116
2023 Q3	$690K	Hold	3,526	–	–	0.2%	116
2023 Q2	$715K	Hold	3,526	–	–	0.21%	115
2023 Q1	$659K	Hold	3,526	–	–	0.2%	122
2022 Q4	$614K	Hold	3,526	–	–	0.21%	123
2022 Q3	$577K	Buy	3,526 +1,825	+107%	+$332K	0.22%	117
2022 Q2	$293K	Hold	1,701	–	–	0.11%	173
2022 Q1	$355K	Hold	1,701	–	–	0.12%	171
2021 Q4	$376K	Hold	1,701	–	–	0.12%	171
2021 Q3	$342K	Hold	1,701	–	–	0.13%	172
2021 Q2	$341K	Hold	1,701	–	–	0.13%	168
2021 Q1	$315K	Sell	1,701 -335	-16%	-$60.7K	0.13%	171
2020 Q4	$358K	Buy	2,036 +209	+11%	+$34.7K	0.16%	151
2020 Q3	$286K	Buy	1,827 +36	+2%	+$5.55K	0.15%	158
2020 Q2	$256K	Hold	1,791	–	–	0.15%	158
2020 Q1	$212K	Hold	1,791	–	–	0.16%	156
2019 Q4	$265K	Hold	1,791	–	–	0.17%	156
2019 Q3	$244K	Hold	1,791	–	–	0.17%	158
2019 Q2	$241K	Buy	+1,791	New	+$237K	0.17%	162

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

Mitchell McLeod Pugh & Williams's VV Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.3% in Q2 2026, buying an estimated $18.3K and bringing the position to 4,140 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #107.

Mitchell McLeod Pugh & Williams first reported a position in VV in Q2 2019 and has held it in 29 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Mitchell McLeod Pugh & Williams held 4,140 shares of Vanguard Morningstar Large-Cap ETF worth $1.42M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 55 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $18.3K.
Vanguard Morningstar Large-Cap ETF made up 0.17% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #107 holding.
Mitchell McLeod Pugh & Williams first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and has held it in 29 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.