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Tarbox Family Office’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Tarbox Family 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 		$13.2M Hold
38,385
– – 1.89% 13
2026
Q1 		$11.5M Hold
38,385
– – 1.86% 13
2025
Q4 		$12.1M Sell
38,385
-16,516
-30% -$5.16M 1.94% 10
2025
Q3 		$16.9M Sell
54,901
-251
-0.5% -$74.3K 2.48% 11
2025
Q2 		$15.7M Sell
55,152
-4,221
-7% -$1.11M 2.37% 11
2025
Q1 		$15.3M Buy
59,373
+9,918
+20% +$2.69M 2.54% 10
2024
Q4 		$13.3M Sell
49,455
-893
-2% -$242K 2.2% 10
2024
Q3 		$13.3M Sell
50,348
-207
-0.4% -$52.5K 2.17% 11
2024
Q2 		$12.6M Sell
50,555
-438
-0.9% -$105K 2.23% 10
2024
Q1 		$12.2M Sell
50,993
-1,310
-3% -$300K 2.15% 10
2023
Q4 		$11.4M Sell
52,303
-4,444
-8% -$908K 2.22% 11
2023
Q3 		$11.1M Sell
56,747
-6,246
-10% -$1.27M 2.3% 10
2023
Q2 		$12.8M Buy
62,993
+42
+0.1% +$8.05K 2.48% 8
2023
Q1 		$11.8M Sell
62,951
-1,561
-2% -$284K 2.38% 9
2022
Q4 		$11.2M Buy
64,512
+25,656
+66% +$4.5M 2.46% 9
2022
Q3 		$6.7M Hold
38,856
– – 1.59% 11
2022
Q2 		$6.7M Buy
38,856
+1,391
+4% +$261K 1.5% 13
2022
Q1 		$7.81M Buy
37,465
+6,322
+20% +$1.3M 1.59% 10
2021
Q4 		$6.88M Sell
31,143
-2,202
-7% -$472K 1.19% 11
2021
Q3 		$6.7M Sell
33,345
-375
-1% -$77.5K 1.23% 12
2021
Q2 		$6.77M Sell
33,720
-124
-0.4% -$24.2K 1.21% 12
2021
Q1 		$6.27M Buy
33,844
+2
+0% +$362 1.23% 12
2020
Q4 		$5.95M Buy
33,842
+6
+0% +$997 1.24% 12
2020
Q3 		$5.29M Buy
33,836
+72
+0.2% +$11.1K 1.29% 12
2020
Q2 		$4.83M Buy
33,764
+4,400
+15% +$595K 1.25% 12
2020
Q1 		$3.48M Buy
+29,364
New +$4.13M 1.13% 13

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

Tarbox Family Office's VV Position: Q2 2026 in Review

Tarbox Family Office held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 38,385 shares worth $13.2M. The position accounts for 1.89% of the portfolio, ranked #13.

Tarbox Family Office first reported a position in VV in Q1 2020 and has held it in 26 quarters since. The position peaked at $16.9M in Q3 2025. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Tarbox Family Office held 38,385 shares of Vanguard Morningstar Large-Cap ETF worth $13.2M as of Q2 2026.
  • Tarbox Family Office left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 1.89% of Tarbox Family Office's portfolio in Q2 2026, its #13 holding.
  • Tarbox Family Office first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Tarbox Family Office's Vanguard Morningstar Large-Cap ETF position peaked at $16.9M in Q3 2025.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.