Annis Gardner Whiting Capital Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Annis Gardner Whiting 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	–	Sell	-12	Closed	-$3.59K	–	1238
2026 Q1	$3.59K	Sell	12 -6	-33%	-$1.88K	﹤0.01%	988
2025 Q4	$5.67K	Hold	18	–	–	﹤0.01%	853
2025 Q3	$5.54K	Hold	18	–	–	﹤0.01%	779
2025 Q2	$5.14K	Buy	18 +6	+50%	+$1.58K	﹤0.01%	844
2025 Q1	$3.08K	Hold	12	–	–	﹤0.01%	663
2024 Q4	$3.24K	Sell	12 -3	-20%	-$813	﹤0.01%	650
2024 Q3	$3.95K	Hold	15	–	–	﹤0.01%	653
2024 Q2	$3.75K	Hold	15	–	–	﹤0.01%	802
2024 Q1	$3.6K	Hold	15	–	–	﹤0.01%	798
2023 Q4	$3.27K	Hold	15	–	–	﹤0.01%	585
2023 Q3	$2.94K	Buy	+15	New	+$3.06K	﹤0.01%	581

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

Annis Gardner Whiting Capital Advisors's VV Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026, closing a stake of 12 shares — an estimated $3.59K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VV in Q3 2023 and held it in 11 quarters. The position peaked at $5.67K in Q4 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 12 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.59K.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $5.67K in Q4 2025.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.