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Pinnacle Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Pinnacle Associates’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 		$23.8M Sell
69,093
-812
-1% -$271K 0.26% 94
2026
Q1 		$20.9M Sell
69,905
-1,530
-2% -$479K 0.27% 92
2025
Q4 		$22.5M Sell
71,435
-459
-0.6% -$143K 0.29% 82
2025
Q3 		$22.1M Sell
71,894
-825
-1% -$244K 0.29% 85
2025
Q2 		$20.7M Buy
72,719
+213
+0.3% +$56.1K 0.3% 78
2025
Q1 		$18.6M Sell
72,506
-1,234
-2% -$334K 0.27% 83
2024
Q4 		$19.9M Buy
73,740
+89
+0.1% +$24.1K 0.27% 86
2024
Q3 		$16.1M Sell
73,651
-8
-0% -$2.03K 0.27% 104
2024
Q2 		$18.4M Sell
73,659
-75
-0.1% -$18K 0.29% 95
2024
Q1 		$17.7M Buy
73,734
+83
+0.1% +$19K 0.28% 97
2023
Q4 		$16.1M Buy
73,651
+3
+0% +$613 0.27% 105
2023
Q3 		$14.4M Sell
73,648
-487
-0.7% -$99.2K 0.27% 106
2023
Q2 		$15M Buy
74,135
+258
+0.3% +$49.5K 0.26% 108
2023
Q1 		$13.8M Buy
73,877
+390
+0.5% +$71K 0.28% 106
2022
Q4 		$12.8M Sell
73,487
-186
-0.3% -$32.6K 0.28% 105
2022
Q3 		$12.1M Sell
73,673
-2,668
-3% -$485K 0.28% 109
2022
Q2 		$13.2M Sell
76,341
-34,085
-31% -$6.4M 0.29% 108
2022
Q1 		$23M Buy
110,426
+31,654
+40% +$6.5M 0.41% 67
2021
Q4 		$17.4M Sell
78,772
-4,187
-5% -$898K 0.3% 101
2021
Q3 		$16.7M Sell
82,959
-2,743
-3% -$567K 0.31% 100
2021
Q2 		$17.2M Sell
85,702
-2,240
-3% -$437K 0.31% 95
2021
Q1 		$16.3M Sell
87,942
-7,627
-8% -$1.38M 0.31% 94
2020
Q4 		$16.8M Buy
95,569
+1,213
+1% +$202K 0.34% 80
2020
Q3 		$14.8M Buy
94,356
+1,215
+1% +$187K 0.35% 80
2020
Q2 		$13.3M Sell
93,141
-3,803
-4% -$514K 0.33% 88
2020
Q1 		$11.5M Buy
96,944
+3,257
+3% +$458K 0.35% 83
2019
Q4 		$13.9M Sell
93,687
-1,970
-2% -$279K 0.3% 91
2019
Q3 		$13M Sell
95,657
-1,364
-1% -$185K 0.31% 88
2019
Q2 		$13.1M Buy
97,021
+831
+0.9% +$110K 0.31% 89
2019
Q1 		$12.5M Buy
96,190
+783
+0.8% +$97.9K 0.28% 99
2018
Q4 		$11M Buy
95,407
+12,260
+15% +$1.52M 0.28% 101
2018
Q3 		$11.1M Buy
83,147
+1,800
+2% +$236K 0.23% 118
2018
Q2 		$10.1M Sell
81,347
-1,827
-2% -$227K 0.21% 129
2018
Q1 		$10.1M Sell
83,174
-3,088
-4% -$388K 0.2% 134
2017
Q4 		$10.6M Buy
86,262
+1,440
+2% +$172K 0.2% 124
2017
Q3 		$9.79M Sell
84,822
-383
-0.4% -$43.4K 0.18% 139
2017
Q2 		$9.46M Sell
85,205
-5,567
-6% -$612K 0.18% 135
2017
Q1 		$9.81M Buy
90,772
+3,746
+4% +$399K 0.19% 134
2016
Q4 		$8.91M Buy
87,026
+2,646
+3% +$265K 0.18% 137
2016
Q3 		$8.37M Sell
84,380
-450
-0.5% -$44.6K 0.17% 142
2016
Q2 		$8.13M Buy
84,830
+1,154
+1% +$110K 0.18% 142
2016
Q1 		$7.87M Buy
83,676
+501
+0.6% +$44.7K 0.17% 141
2015
Q4 		$7.78M Sell
83,175
-7,586
-8% -$714K 0.16% 139
2015
Q3 		$7.99M Buy
90,761
+8,096
+10% +$756K 0.18% 133
2015
Q2 		$7.84M Sell
82,665
-1,259
-2% -$122K 0.15% 150
2015
Q1 		$7.99M Buy
83,924
+1,269
+2% +$120K 0.15% 151
2014
Q4 		$7.8M Buy
82,655
+682
+0.8% +$62.9K 0.15% 154
2014
Q3 		$7.42M Buy
81,973
+1,198
+1% +$109K 0.15% 153
2014
Q2 		$7.27M Buy
80,775
+121
+0.2% +$10.6K 0.14% 149
2014
Q1 		$6.94M Sell
80,654
-544
-0.7% -$45.9K 0.14% 152
2013
Q4 		$6.89M Buy
81,198
+2,385
+3% +$194K 0.13% 150
2013
Q3 		$6.09M Buy
78,813
+1,483
+2% +$114K 0.13% 159
2013
Q2 		$5.68M Buy
+77,330
New +$5.7M 0.13% 164

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

Pinnacle Associates's VV Position: Q2 2026 in Review

Pinnacle Associates reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.2% in Q2 2026, selling an estimated $271K and leaving 69,093 shares worth $23.8M. The position accounts for 0.26% of the portfolio, ranked #94.

Pinnacle Associates first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Pinnacle Associates held 69,093 shares of Vanguard Morningstar Large-Cap ETF worth $23.8M as of Q2 2026.
  • Pinnacle Associates sold 812 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $271K.
  • Vanguard Morningstar Large-Cap ETF made up 0.26% of Pinnacle Associates's portfolio in Q2 2026, its #94 holding.
  • Pinnacle Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.