Seven Post Investment Office’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Seven Post Investment Office’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	$1.31M	Hold	3,800	–	–	0.37%	22
2026 Q1	$1.14M	Hold	3,800	–	–	0.37%	20
2025 Q4	$1.2M	Hold	3,800	–	–	0.43%	19
2025 Q3	$1.17M	Hold	3,800	–	–	0.42%	21
2025 Q2	$1.08M	Buy	+3,800	New	+$1M	0.41%	21
2021 Q3	–	Sell	-1,945	Closed	-$390K	–	52
2021 Q2	$390K	Hold	1,945	–	–	0.12%	37
2021 Q1	$360K	Hold	1,945	–	–	0.13%	33
2020 Q4	$342K	Hold	1,945	–	–	0.14%	35
2020 Q3	$304K	Hold	1,945	–	–	0.12%	37
2020 Q2	$278K	Hold	1,945	–	–	0.12%	36
2020 Q1	$230K	Buy	+1,945	New	+$273K	0.12%	36

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Seven Post Investment Office's VV Position: Q2 2026 in Review

Seven Post Investment Office held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 3,800 shares worth $1.31M. The position accounts for 0.37% of the portfolio, ranked #22.

Seven Post Investment Office first reported a position in VV in Q1 2020 and has held it in 11 quarters since. 698 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Seven Post Investment Office held 3,800 shares of Vanguard Morningstar Large-Cap ETF worth $1.31M as of Q2 2026.
Seven Post Investment Office left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.37% of Seven Post Investment Office's portfolio in Q2 2026, its #22 holding.
Seven Post Investment Office first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 11 quarters since.
698 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.