Welch & Forbes’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Welch & Forbes’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	$304K	Hold	884	–	–	﹤0.01%	338
2026 Q1	$264K	Hold	884	–	–	﹤0.01%	337
2025 Q4	$278K	Hold	884	–	–	﹤0.01%	333
2025 Q3	$272K	Hold	884	–	–	﹤0.01%	347
2025 Q2	$252K	Hold	884	–	–	﹤0.01%	348
2025 Q1	$227K	Hold	884	–	–	﹤0.01%	347
2024 Q4	$238K	Buy	+884	New	+$240K	﹤0.01%	352
2018 Q1	–	Sell	-4,400	Closed	-$539K	–	365
2017 Q4	$539K	Buy	+4,400	New	+$526K	0.01%	230
2016 Q1	–	Sell	-3,000	Closed	-$281K	–	358
2015 Q4	$281K	Hold	3,000	–	–	0.01%	277
2015 Q3	$264K	Hold	3,000	–	–	0.01%	297
2015 Q2	$284K	Buy	+3,000	New	+$290K	0.01%	292

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

Welch & Forbes's VV Position: Q2 2026 in Review

Welch & Forbes held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 884 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Welch & Forbes first reported a position in VV in Q2 2015 and has held it in 11 quarters since. The position peaked at $539K in Q4 2017. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Welch & Forbes held 884 shares of Vanguard Morningstar Large-Cap ETF worth $304K as of Q2 2026.
Welch & Forbes left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #338 holding.
Welch & Forbes first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2015 and has held it in 11 quarters since.
Welch & Forbes's Vanguard Morningstar Large-Cap ETF position peaked at $539K in Q4 2017.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.