William Mack & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

William Mack & Associates’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	$3.35M	Buy	9,732 +6	+0.1%	+$2K	1.18%	11
2026 Q1	$2.91M	Buy	9,726 +5	+0.1%	+$1.56K	1.66%	11
2025 Q4	$3.06M	Buy	9,721 +10	+0.1%	+$3.12K	1.44%	11
2025 Q3	$2.99M	Sell	9,711 -33	-0.3%	-$9.77K	1.61%	11
2025 Q2	$2.78M	Hold	9,744	–	–	1.77%	10
2025 Q1	$2.5M	Buy	9,744 +6	+0.1%	+$1.63K	2.14%	8
2024 Q4	$2.63M	Buy	+9,738	New	+$2.64M	2.75%	6

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

William Mack & Associates's VV Position: Q2 2026 in Review

William Mack & Associates increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.06% in Q2 2026, buying an estimated $2K and bringing the position to 9,732 shares worth $3.35M. The position accounts for 1.18% of the portfolio, ranked #11.

William Mack & Associates first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

William Mack & Associates held 9,732 shares of Vanguard Morningstar Large-Cap ETF worth $3.35M as of Q2 2026.
William Mack & Associates bought 6 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2K.
Vanguard Morningstar Large-Cap ETF made up 1.18% of William Mack & Associates's portfolio in Q2 2026, its #11 holding.
William Mack & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.