Williams Jones Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Williams Jones Wealth 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	$297K	Buy	+863	New	+$288K	﹤0.01%	445
2020 Q2	–	Sell	-2,957	Closed	-$350K	–	437
2020 Q1	$350K	Buy	+2,957	New	+$415K	0.01%	272

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

Williams Jones Wealth Management's VV Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 863 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Williams Jones Wealth Management previously reported a position in VV as recently as Q1 2020.

Williams Jones Wealth Management first reported a position in VV in Q1 2020 and has held it in 2 quarters since. The position peaked at $350K in Q1 2020. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Williams Jones Wealth Management held 863 shares of Vanguard Morningstar Large-Cap ETF worth $297K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Williams Jones Wealth Management position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #445 holding.
Williams Jones Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 2 quarters since.
Williams Jones Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $350K in Q1 2020.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.