Cahill Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cahill Financial 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	$977K	Buy	2,841 +1	+0%	+$334	0.09%	134
2026 Q1	$849K	Hold	2,840	–	–	0.09%	139
2025 Q4	$894K	Sell	2,840 -95	-3%	-$29.7K	0.1%	134
2025 Q3	$903K	Sell	2,935 -180	-6%	-$53.3K	0.1%	137
2025 Q2	$889K	Buy	3,115 +181	+6%	+$47.7K	0.11%	131
2025 Q1	$754K	Hold	2,934	–	–	0.1%	137
2024 Q4	$791K	Sell	2,934 -1,067	-27%	-$289K	0.11%	134
2024 Q3	$1.05M	Buy	4,001 +76	+2%	+$19.3K	0.14%	109
2024 Q2	$980K	Hold	3,925	–	–	0.13%	124
2024 Q1	$941K	Hold	3,925	–	–	0.13%	127
2023 Q4	$856K	Sell	3,925 -1,121	-22%	-$229K	0.13%	129
2023 Q3	$987K	Buy	5,046 +4	+0.1%	+$815	0.16%	118
2023 Q2	$1.02M	Sell	5,042 -154	-3%	-$29.5K	0.17%	115
2023 Q1	$971K	Buy	5,196 +5	+0.1%	+$910	0.17%	121
2022 Q4	$904K	Sell	5,191 -13	-0.2%	-$2.28K	0.17%	123
2022 Q3	$851K	Sell	5,204 -1,223	-19%	-$222K	0.18%	117
2022 Q2	$1.11M	Buy	6,427 +4	+0.1%	+$751	0.24%	95
2022 Q1	$1.34M	Buy	6,423 +3	+0%	+$616	0.25%	90
2021 Q4	$1.42M	Sell	6,420 -1,346	-17%	-$289K	0.27%	83
2021 Q3	$1.56M	Sell	7,766 -12	-0.2%	-$2.48K	0.32%	68
2021 Q2	$1.56M	Sell	7,778 -194	-2%	-$37.9K	0.35%	65
2021 Q1	$1.48M	Buy	7,972 +8	+0.1%	+$1.45K	0.36%	64
2020 Q4	$1.4M	Buy	7,964 +1,175	+17%	+$195K	0.35%	61
2020 Q3	$1.06M	Sell	6,789 -355	-5%	-$54.7K	0.38%	64
2020 Q2	$1.02M	Sell	7,144 -1,183	-14%	-$160K	0.4%	65
2020 Q1	$987K	Sell	8,327 -752	-8%	-$106K	0.46%	56
2019 Q4	$1.34M	Sell	9,079 -635	-7%	-$89.8K	0.49%	55
2019 Q3	$1.32M	Buy	9,714 +7,509	+341%	+$1.02M	0.52%	55
2019 Q2	$298K	Buy	+2,205	New	+$292K	0.12%	126

Other funds holding VV

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1.14B AUM 15.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cahill Financial Advisors's VV Position: Q2 2026 in Review

Cahill Financial Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.04% in Q2 2026, buying an estimated $334 and bringing the position to 2,841 shares worth $977K. The position accounts for 0.09% of the portfolio, ranked #134.

Cahill Financial Advisors first reported a position in VV in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.56M in Q2 2021. 1,115 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cahill Financial Advisors held 2,841 shares of Vanguard Morningstar Large-Cap ETF worth $977K as of Q2 2026.
Cahill Financial Advisors bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
Vanguard Morningstar Large-Cap ETF made up 0.09% of Cahill Financial Advisors's portfolio in Q2 2026, its #134 holding.
Cahill Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2019 and has held it in 29 quarters since.
Cahill Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.56M in Q2 2021.
1,115 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.