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

Twin Lakes 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	$116K	Buy	336 +1	+0.3%	+$334	0.04%	100
2026 Q1	$100K	Hold	335	–	–	0.05%	104
2025 Q4	$105K	Hold	335	–	–	0.05%	101
2025 Q3	$103K	Hold	335	–	–	0.05%	101
2025 Q2	$95.6K	Hold	335	–	–	0.06%	104
2025 Q1	$86.1K	Hold	335	–	–	0.06%	104
2024 Q4	$90.3K	Hold	335	–	–	0.06%	108
2024 Q3	$88.2K	Buy	+335	New	+$85K	0.06%	110

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

Twin Lakes Capital Management's VV Position: Q2 2026 in Review

Twin Lakes Capital Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.3% in Q2 2026, buying an estimated $334 and bringing the position to 336 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #100.

Twin Lakes Capital Management first reported a position in VV in Q3 2024 and has held it in 8 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Twin Lakes Capital Management held 336 shares of Vanguard Morningstar Large-Cap ETF worth $116K as of Q2 2026.
Twin Lakes Capital Management bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Twin Lakes Capital Management's portfolio in Q2 2026, its #100 holding.
Twin Lakes Capital Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.