Van Den Berg Management I’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Van Den Berg Management I’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	$27.2K	Sell	79 -7	-8%	-$2.33K	0.01%	104
2026 Q1	$25.7K	Hold	86	–	–	0.01%	109
2025 Q4	$27.1K	Sell	86 -70	-45%	-$21.9K	0.01%	103
2025 Q3	$48K	Sell	156 -69	-31%	-$20.4K	0.01%	92
2025 Q2	$64.2K	Sell	225 -9	-4%	-$2.37K	0.02%	90
2025 Q1	$60.1K	Hold	234	–	–	0.02%	85
2024 Q4	$63.1K	Sell	234 -144	-38%	-$39K	0.02%	88
2024 Q3	$99.5K	Sell	378 -199	-34%	-$50.5K	0.03%	85
2024 Q2	$144K	Sell	577 -81	-12%	-$19.5K	0.04%	83
2024 Q1	$158K	Hold	658	–	–	0.05%	85
2023 Q4	$144K	Sell	658 -360	-35%	-$73.6K	0.05%	80
2023 Q3	$199K	Sell	1,018 -11	-1%	-$2.24K	0.07%	76
2023 Q2	$209K	Sell	1,029 -9	-0.9%	-$1.73K	0.08%	77
2023 Q1	$194K	Sell	1,038 -51	-5%	-$9.29K	0.07%	78
2022 Q4	$190K	Buy	+1,089	New	+$191K	0.07%	78
2022 Q2	–	Sell	-1,114	Closed	-$232K	–	98
2022 Q1	$232K	Sell	1,114 -2	-0.2%	-$411	0.05%	77
2021 Q4	$247K	Sell	1,116 -284	-20%	-$60.9K	0.04%	73
2021 Q3	$281K	Buy	1,400 +41	+3%	+$8.47K	0.06%	65
2021 Q2	$273K	Hold	1,359	–	–	0.05%	68
2021 Q1	$252K	Buy	1,359 +130	+11%	+$23.6K	0.06%	62
2020 Q4	$216K	Buy	+1,229	New	+$204K	0.05%	59

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

Van Den Berg Management I's VV Position: Q2 2026 in Review

Van Den Berg Management I reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 8.1% in Q2 2026, selling an estimated $2.33K and leaving 79 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #104.

Van Den Berg Management I first reported a position in VV in Q4 2020 and has held it in 21 quarters since. The position peaked at $281K in Q3 2021. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Van Den Berg Management I held 79 shares of Vanguard Morningstar Large-Cap ETF worth $27.2K as of Q2 2026.
Van Den Berg Management I sold 7 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.33K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Van Den Berg Management I's portfolio in Q2 2026, its #104 holding.
Van Den Berg Management I first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Van Den Berg Management I's Vanguard Morningstar Large-Cap ETF position peaked at $281K in Q3 2021.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.