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

Private 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	$1.86M	Hold	5,421	–	–	0.05%	193
2026 Q1	$1.62M	Hold	5,421	–	–	0.05%	189
2025 Q4	$1.71M	Sell	5,421 -300	-5%	-$93.7K	0.05%	181
2025 Q3	$1.76M	Hold	5,721	–	–	0.05%	174
2025 Q2	$1.63M	Hold	5,721	–	–	0.05%	172
2025 Q1	$1.47M	Hold	5,721	–	–	0.05%	134
2024 Q4	$1.54M	Sell	5,721 -703	-11%	-$190K	0.06%	135
2024 Q3	$1.69M	Hold	6,424	–	–	0.06%	131
2024 Q2	$1.6M	Buy	6,424 +408	+7%	+$98K	0.06%	133
2024 Q1	$1.44M	Buy	+6,016	New	+$1.38M	0.05%	136
2021 Q4	–	Sell	-2,117	Closed	-$425K	–	163
2021 Q3	$425K	Hold	2,117	–	–	0.02%	119
2021 Q2	$425K	Hold	2,117	–	–	0.02%	120
2021 Q1	$392K	Hold	2,117	–	–	0.02%	116
2020 Q4	$372K	Buy	+2,117	New	+$352K	0.02%	116

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

Private Management Group's VV Position: Q2 2026 in Review

Private Management Group held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 5,421 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #193.

Private Management Group first reported a position in VV in Q4 2020 and has held it in 14 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Private Management Group held 5,421 shares of Vanguard Morningstar Large-Cap ETF worth $1.86M as of Q2 2026.
Private Management Group left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Private Management Group's portfolio in Q2 2026, its #193 holding.
Private Management Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 14 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.