Rockefeller Capital Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Rockefeller Capital 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	$45.8M	Buy	133,137 +1,975	+2%	+$659K	0.07%	254
2026 Q1	$39.2M	Buy	131,162 +40,032	+44%	+$12.5M	0.07%	269
2025 Q4	$28.7M	Buy	91,130 +6,440	+8%	+$2.01M	0.05%	344
2025 Q3	$26.1M	Buy	84,690 +3,734	+5%	+$1.11M	0.05%	335
2025 Q2	$23.1M	Buy	80,956 +768	+1%	+$202K	0.05%	343
2025 Q1	$20.6M	Sell	80,188 -5,107	-6%	-$1.38M	0.05%	356
2024 Q4	$23M	Sell	85,295 -15,160	-15%	-$4.11M	0.06%	306
2024 Q3	$26.4M	Sell	100,455 -6,109	-6%	-$1.55M	0.07%	273
2024 Q2	$26.6M	Sell	106,564 -2,710	-2%	-$651K	0.08%	245
2024 Q1	$26.2M	Sell	109,274 -746	-0.7%	-$171K	0.08%	255
2023 Q4	$24M	Buy	110,020 +11,514	+12%	+$2.35M	0.08%	254
2023 Q3	$19.3M	Buy	98,506 +2,964	+3%	+$604K	0.07%	269
2023 Q2	$19M	Buy	95,542 +5,382	+6%	+$1.03M	0.07%	284
2023 Q1	$16.8M	Buy	90,160 +16,734	+23%	+$3.05M	0.07%	304
2022 Q4	$12.8M	Buy	73,426 +4,670	+7%	+$819K	0.06%	318
2022 Q3	$11.2M	Buy	68,756 +3,700	+6%	+$673K	0.06%	323
2022 Q2	$11.2M	Sell	65,056 -48	-0.1%	-$9.01K	0.06%	318
2022 Q1	$13.6M	Sell	65,104 -1,319	-2%	-$271K	0.07%	300
2021 Q4	$14.7M	Buy	66,423 +11,541	+21%	+$2.47M	0.07%	275
2021 Q3	$11M	Buy	54,882 +4,542	+9%	+$939K	0.06%	295
2021 Q2	$10.1M	Buy	50,340 +32,401	+181%	+$6.32M	0.06%	299
2021 Q1	$3.32M	Buy	17,939 +303	+2%	+$54.9K	0.02%	449
2020 Q4	$3.1M	Buy	17,636 +14,847	+532%	+$2.47M	0.02%	410
2020 Q3	$436K	Buy	2,789 +1,262	+83%	+$195K	﹤0.01%	820
2020 Q2	$218K	Hold	1,527	–	–	﹤0.01%	924
2020 Q1	$181K	Hold	1,527	–	–	﹤0.01%	840
2019 Q4	$226K	Buy	1,527 +1,205	+374%	+$170K	﹤0.01%	742
2019 Q3	$44K	Buy	322 +132	+69%	+$17.9K	﹤0.01%	1011
2019 Q2	$26K	Hold	190	–	–	﹤0.01%	962
2019 Q1	$25K	Buy	+190	New	+$23.8K	﹤0.01%	1157

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

Rockefeller Capital Management's VV Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.5% in Q2 2026, buying an estimated $659K and bringing the position to 133,137 shares worth $45.8M. The position accounts for 0.07% of the portfolio, ranked #254.

Rockefeller Capital Management first reported a position in VV in Q1 2019 and has held it in 30 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Rockefeller Capital Management held 133,137 shares of Vanguard Morningstar Large-Cap ETF worth $45.8M as of Q2 2026.
Rockefeller Capital Management bought 1,975 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $659K.
Vanguard Morningstar Large-Cap ETF made up 0.07% of Rockefeller Capital Management's portfolio in Q2 2026, its #254 holding.
Rockefeller Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 30 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.