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Warwick Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Warwick Investment 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 		$5.65M Sell
16,434
-4
-0% -$1.33K 0.63% 27
2026
Q1 		$4.91M Buy
16,438
+35
+0.2% +$11K 0.71% 25
2025
Q4 		$5.16M Sell
16,403
-86
-0.5% -$26.9K 0.8% 21
2025
Q3 		$5.08M Buy
16,489
+447
+3% +$132K 0.88% 22
2025
Q2 		$4.58M Sell
16,042
-123
-0.8% -$32.4K 0.89% 20
2025
Q1 		$4.15M Buy
16,165
+1,926
+14% +$522K 0.86% 22
2024
Q4 		$3.84M Sell
14,239
-48
-0.3% -$13K 0.79% 23
2024
Q3 		$3.76M Buy
14,287
+1
+0% +$254 0.89% 18
2024
Q2 		$3.57M Sell
14,286
-91
-0.6% -$21.9K 0.84% 20
2024
Q1 		$3.45M Sell
14,377
-339
-2% -$77.6K 0.83% 19
2023
Q4 		$3.21M Sell
14,716
-3,401
-19% -$695K 0.94% 19
2023
Q3 		$3.55M Buy
18,117
+334
+2% +$68K 1.33% 16
2023
Q2 		$3.6M Buy
17,783
+1,528
+9% +$293K 1.42% 14
2023
Q1 		$3.04M Buy
16,255
+3,482
+27% +$634K 1.29% 18
2022
Q4 		$2.23M Buy
+12,773
New +$2.24M 0.91% 19
2022
Q3 		– Sell
-2,211
Closed -$381K – 67
2022
Q2 		$381K Buy
2,211
+276
+14% +$51.8K 0.19% 36
2022
Q1 		$403K Buy
+1,935
New +$397K 0.18% 35

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

Warwick Investment Management's VV Position: Q2 2026 in Review

Warwick Investment Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q2 2026, selling an estimated $1.33K and leaving 16,434 shares worth $5.65M. The position accounts for 0.63% of the portfolio, ranked #27.

Warwick Investment Management first reported a position in VV in Q1 2022 and has held it in 17 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Warwick Investment Management held 16,434 shares of Vanguard Morningstar Large-Cap ETF worth $5.65M as of Q2 2026.
  • Warwick Investment Management sold 4 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard Morningstar Large-Cap ETF made up 0.63% of Warwick Investment Management's portfolio in Q2 2026, its #27 holding.
  • Warwick Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.