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

Patriot Investment Management Group’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 		$12.1M Sell
35,323
-1,482
-4% -$494K 0.7% 25
2026
Q1 		$11M Sell
36,805
-253
-0.7% -$79.2K 0.7% 24
2025
Q4 		$11.7M Sell
37,058
-105
-0.3% -$32.8K 0.74% 23
2025
Q3 		$11.4M Sell
37,163
-258
-0.7% -$76.4K 0.75% 22
2025
Q2 		$10.7M Sell
37,421
-591
-2% -$156K 0.74% 22
2025
Q1 		$9.77M Sell
38,012
-2,141
-5% -$580K 0.73% 23
2024
Q4 		$10.8M Sell
40,153
-174
-0.4% -$47.1K 0.81% 21
2024
Q3 		$10.6M Sell
40,327
-286
-0.7% -$72.6K 0.78% 22
2024
Q2 		$10.1M Sell
40,613
-250
-0.6% -$60.1K 0.79% 21
2024
Q1 		$9.8M Sell
40,863
-390
-0.9% -$89.2K 0.78% 21
2023
Q4 		$9M Sell
41,253
-2,124
-5% -$434K 0.77% 25
2023
Q3 		$8.49M Buy
43,377
+349
+0.8% +$71.1K 0.78% 26
2023
Q2 		$8.72M Sell
43,028
-214
-0.5% -$41K 0.74% 29
2023
Q1 		$8.08M Sell
43,242
-1,086
-2% -$198K 0.71% 31
2022
Q4 		$8.21M Buy
44,328
+18,917
+74% +$3.32M 0.71% 31
2022
Q3 		$4.16M Sell
25,411
-16
-0.1% -$2.91K 0.43% 39
2022
Q2 		$4.38M Buy
25,427
+61
+0.2% +$11.4K 0.43% 39
2022
Q1 		$5.29M Buy
25,366
+46
+0.2% +$9.45K 0.46% 37
2021
Q4 		$5.6M Sell
25,320
-844
-3% -$181K 0.47% 35
2021
Q3 		$5.26M Buy
26,164
+47
+0.2% +$9.71K 0.47% 34
2021
Q2 		$5.24M Buy
26,117
+46
+0.2% +$8.98K 0.49% 35
2021
Q1 		$4.83M Buy
26,071
+976
+4% +$177K 0.48% 36
2020
Q4 		$4.41M Sell
25,095
-187
-0.7% -$31.1K 0.67% 24
2020
Q3 		$3.96M Buy
25,282
+59
+0.2% +$9.1K 0.47% 37
2020
Q2 		$3.61M Sell
25,223
-1,223
-5% -$165K 0.46% 40
2020
Q1 		$3.13M Hold
26,446
– – 0.48% 40
2019
Q4 		$3.91M Buy
26,446
+70
+0.3% +$9.9K 0.51% 40
2019
Q3 		$3.6M Buy
26,376
+215
+0.8% +$29.2K 0.5% 39
2019
Q2 		$3.52M Sell
26,161
-54
-0.2% -$7.14K 0.49% 40
2019
Q1 		$3.4M Buy
+26,215
New +$3.28M 0.5% 40

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

Patriot Investment Management Group's VV Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 4% in Q2 2026, selling an estimated $494K and leaving 35,323 shares worth $12.1M. The position accounts for 0.7% of the portfolio, ranked #25.

Patriot Investment Management Group first reported a position in VV in Q1 2019 and has held it in 30 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Patriot Investment Management Group held 35,323 shares of Vanguard Morningstar Large-Cap ETF worth $12.1M as of Q2 2026.
  • Patriot Investment Management Group sold 1,482 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $494K.
  • Vanguard Morningstar Large-Cap ETF made up 0.7% of Patriot Investment Management Group's portfolio in Q2 2026, its #25 holding.
  • Patriot Investment Management Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.