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

North Star 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	$58.5K	Hold	170	–	–	﹤0.01%	713
2026 Q1	$50.8K	Hold	170	–	–	﹤0.01%	730
2025 Q4	$53.5K	Hold	170	–	–	﹤0.01%	659
2025 Q3	$52.3K	Hold	170	–	–	﹤0.01%	644
2025 Q2	$48.5K	Hold	170	–	–	﹤0.01%	639
2025 Q1	$43.7K	Hold	170	–	–	﹤0.01%	634
2024 Q4	$45.8K	Hold	170	–	–	﹤0.01%	629
2024 Q3	$44.8K	Hold	170	–	–	﹤0.01%	618
2024 Q2	$42.4K	Hold	170	–	–	﹤0.01%	620
2024 Q1	$40.8K	Hold	170	–	–	﹤0.01%	640
2023 Q4	$37.1K	Hold	170	–	–	﹤0.01%	637
2023 Q3	$33.3K	Hold	170	–	–	﹤0.01%	661
2023 Q2	$34.5K	Hold	170	–	–	﹤0.01%	665
2023 Q1	$31.8K	Hold	170	–	–	﹤0.01%	688
2022 Q4	$29.6K	Hold	170	–	–	﹤0.01%	687
2022 Q3	$28K	Hold	170	–	–	﹤0.01%	638
2022 Q2	$29K	Hold	170	–	–	﹤0.01%	655
2022 Q1	$35K	Hold	170	–	–	﹤0.01%	656
2021 Q4	$38K	Hold	170	–	–	﹤0.01%	674
2021 Q3	$34K	Hold	170	–	–	﹤0.01%	657
2021 Q2	$34K	Hold	170	–	–	﹤0.01%	660
2021 Q1	$32K	Hold	170	–	–	﹤0.01%	637
2020 Q4	$30K	Hold	170	–	–	﹤0.01%	621
2020 Q3	$27K	Hold	170	–	–	﹤0.01%	618
2020 Q2	$24K	Hold	170	–	–	﹤0.01%	607
2020 Q1	$20K	Hold	170	–	–	﹤0.01%	632
2019 Q4	$25K	Buy	+170	New	+$24K	﹤0.01%	684

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

North Star Investment Management's VV Position: Q2 2026 in Review

North Star Investment Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 170 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

North Star Investment Management first reported a position in VV in Q4 2019 and has held it in 27 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

North Star Investment Management held 170 shares of Vanguard Morningstar Large-Cap ETF worth $58.5K as of Q2 2026.
North Star Investment Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #713 holding.
North Star Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.