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

Northeast 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 		$11.3M Hold
32,990
– – 0.42% 52
2026
Q1 		$9.86M Hold
32,990
– – 0.41% 52
2025
Q4 		$10.4M Sell
32,990
-1,110
-3% -$347K 0.41% 51
2025
Q3 		$10.5M Hold
34,100
– – 0.42% 51
2025
Q2 		$9.73M Hold
34,100
– – 0.42% 51
2025
Q1 		$8.76M Hold
34,100
– – 0.41% 52
2024
Q4 		$9.2M Sell
34,100
-369
-1% -$100K 0.41% 50
2024
Q3 		$9.08M Sell
34,469
-1,463
-4% -$371K 0.41% 51
2024
Q2 		$8.97M Hold
35,932
– – 0.42% 50
2024
Q1 		$8.62M Buy
35,932
+1,064
+3% +$243K 0.42% 51
2023
Q4 		$7.61M Hold
34,868
– – 0.41% 51
2023
Q3 		$6.82M Buy
34,868
+1,045
+3% +$213K 0.4% 55
2023
Q2 		$6.86M Buy
33,823
+1,653
+5% +$317K 0.39% 55
2023
Q1 		$6.01M Buy
32,170
+21
+0.1% +$3.82K 0.36% 55
2022
Q4 		$5.6M Buy
32,149
+30,609
+1,988% +$5.37M 0.36% 58
2022
Q3 		$252K Hold
1,540
– – 0.02% 154
2022
Q2 		$265K Sell
1,540
-160
-9% -$30K 0.02% 161
2022
Q1 		$354K Hold
1,700
– – 0.02% 158
2021
Q4 		$376K Hold
1,700
– – 0.02% 155
2021
Q3 		$342K Sell
1,700
-40
-2% -$8.27K 0.02% 156
2021
Q2 		$349K Buy
1,740
+200
+13% +$39K 0.02% 151
2021
Q1 		$285K Hold
1,540
– – 0.02% 164
2020
Q4 		$271K Hold
1,540
– – 0.02% 159
2020
Q3 		$241K Buy
+1,540
New +$237K 0.02% 159

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

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

Northeast Investment Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 32,990 shares worth $11.3M. The position accounts for 0.42% of the portfolio, ranked #52.

Northeast Investment Management first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Northeast Investment Management held 32,990 shares of Vanguard Morningstar Large-Cap ETF worth $11.3M as of Q2 2026.
  • Northeast Investment Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.42% of Northeast Investment Management's portfolio in Q2 2026, its #52 holding.
  • Northeast Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.