Anchor Capital Advisors’s Vanguard Morningstar 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 Q2	$1.5M	Sell	4,361 -75	-2%	-$25K	0.04%	154
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 $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

Anchor Capital Advisors's VV Position: Q2 2026 in Review

Anchor Capital Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.7% in Q2 2026, selling an estimated $25K and leaving 4,361 shares worth $1.5M. 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 15 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Anchor Capital Advisors held 4,361 shares of Vanguard Morningstar Large-Cap ETF worth $1.5M as of Q2 2026.
Anchor Capital Advisors sold 75 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $25K.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Anchor Capital Advisors's portfolio in Q2 2026, its #154 holding.
Anchor Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.