Anchor Capital Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Anchor Capital Advisors’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 Q1	$1.33M	Sell	4,436 -15	-0.3%	-$4.69K	0.04%	154
2025 Q4	$1.4M	Hold	4,451	–	–	0.04%	151
2025 Q3	$1.37M	Sell	4,451 -70	-2%	-$20.7K	0.04%	158
2025 Q2	$1.29M	Sell	4,521 -362	-7%	-$95.4K	0.04%	157
2025 Q1	$1.26M	Hold	4,883	–	–	0.04%	161
2024 Q4	$1.32M	Buy	4,883 +137	+3%	+$37.1K	0.04%	169
2024 Q3	$1.25M	Hold	4,746	–	–	0.03%	168
2024 Q2	$1.18M	Sell	4,746 -365	-7%	-$87.7K	0.03%	163
2024 Q1	$1.23M	Sell	5,111 -365	-7%	-$83.5K	0.03%	165
2023 Q4	$1.19M	Sell	5,476 -315	-5%	-$64.4K	0.03%	163
2023 Q3	$1.13M	Sell	5,791 -375	-6%	-$76.4K	0.03%	152
2023 Q2	$1.25M	Sell	6,166 -20	-0.3%	-$3.83K	0.03%	155
2023 Q1	$1.16M	Sell	6,186 -675	-10%	-$123K	0.03%	152
2022 Q4	$1.2M	Buy	+6,861	New	+$1.2M	0.03%	157

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Anchor Capital Advisors's VV Position: Q1 2026 in Review

Anchor Capital Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 0.34% in Q1 2026, selling an estimated $4.69K and leaving 4,436 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #154.

Anchor Capital Advisors first reported a position in VV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.4M in Q4 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Anchor Capital Advisors held 4,436 shares of Vanguard Large-Cap ETF worth $1.33M as of Q1 2026.
Anchor Capital Advisors sold 15 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $4.69K.
Vanguard Large-Cap ETF made up 0.04% of Anchor Capital Advisors's portfolio in Q1 2026, its #154 holding.
Anchor Capital Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Anchor Capital Advisors's Vanguard Large-Cap ETF position peaked at $1.4M in Q4 2025.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.