PGIM Custom Harvest’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

PGIM Custom Harvest’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	$520K	Buy	1,512 +162	+12%	+$54K	0.01%	191
2026 Q1	$403K	Hold	1,350	–	–	0.01%	200
2025 Q4	$425K	Buy	1,350 +81	+6%	+$25.3K	0.01%	186
2025 Q3	$391K	Hold	1,269	–	–	0.01%	181
2025 Q2	$362K	Buy	1,269 +118	+10%	+$31.1K	0.01%	179
2025 Q1	$296K	Hold	1,151	–	–	0.01%	195
2024 Q4	$310K	Hold	1,151	–	–	0.01%	199
2024 Q3	$303K	Hold	1,151	–	–	0.01%	192
2024 Q2	$287K	Buy	+1,151	New	+$276K	0.01%	186
2021 Q3	$227K	Buy	+1,128	New	+$233K	0.03%	179

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

PGIM Custom Harvest's VV Position: Q2 2026 in Review

PGIM Custom Harvest increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 12% in Q2 2026, buying an estimated $54K and bringing the position to 1,512 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #191.

PGIM Custom Harvest first reported a position in VV in Q3 2021 and has held it in 10 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

PGIM Custom Harvest held 1,512 shares of Vanguard Morningstar Large-Cap ETF worth $520K as of Q2 2026.
PGIM Custom Harvest bought 162 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $54K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #191 holding.
PGIM Custom Harvest first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2021 and has held it in 10 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.