Cambridge Investment Research Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cambridge Investment Research 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	$56.4M	Buy	164,122 +280	+0.2%	+$93.4K	0.13%	143
2026 Q1	$49M	Buy	163,842 +3,286	+2%	+$1.03M	0.13%	154
2025 Q4	$50.5M	Buy	160,556 +15,451	+11%	+$4.82M	0.13%	142
2025 Q3	$44.7M	Buy	145,105 +12,212	+9%	+$3.62M	0.12%	156
2025 Q2	$37.9M	Sell	132,893 -2,520	-2%	-$664K	0.12%	169
2025 Q1	$34.8M	Sell	135,413 -7,787	-5%	-$2.11M	0.12%	166
2024 Q4	$38.6M	Sell	143,200 -5,752	-4%	-$1.56M	0.13%	150
2024 Q3	$39.2M	Sell	148,952 -135	-0.1%	-$34.2K	0.13%	144
2024 Q2	$37.2M	Sell	149,087 -4,548	-3%	-$1.09M	0.14%	141
2024 Q1	$36.8M	Buy	153,635 +2,143	+1%	+$490K	0.14%	134
2023 Q4	$33M	Sell	151,492 -6,434	-4%	-$1.32M	0.14%	142
2023 Q3	$30.9M	Sell	157,926 -7,489	-5%	-$1.53M	0.14%	135
2023 Q2	$33.5M	Sell	165,415 -13,172	-7%	-$2.52M	0.15%	129
2023 Q1	$33.4M	Sell	178,587 -20,338	-10%	-$3.7M	0.16%	120
2022 Q4	$34.7M	Buy	198,925 +2,579	+1%	+$452K	0.18%	107
2022 Q3	$32.1M	Sell	196,346 -5,056	-3%	-$919K	0.18%	101
2022 Q2	$34.7M	Sell	201,402 -36,572	-15%	-$6.86M	0.19%	103
2022 Q1	$49.6M	Sell	237,974 -2,392	-1%	-$491K	0.23%	77
2021 Q4	$53.1M	Sell	240,366 -12,109	-5%	-$2.6M	0.24%	72
2021 Q3	$50.7M	Sell	252,475 -9,170	-4%	-$1.9M	0.25%	71
2021 Q2	$52.5M	Buy	261,645 +4,756	+2%	+$928K	0.25%	71
2021 Q1	$47.6M	Buy	256,889 +25,371	+11%	+$4.6M	0.26%	69
2020 Q4	$40.7M	Sell	231,518 -5,064	-2%	-$841K	0.24%	73
2020 Q3	$37M	Buy	236,582 +43,999	+23%	+$6.78M	0.25%	74
2020 Q2	$27.5M	Buy	192,583 +3,564	+2%	+$482K	0.21%	95
2020 Q1	$22.4M	Sell	189,019 -23,078	-11%	-$3.24M	0.21%	96
2019 Q4	$31.4M	Buy	212,097 +365	+0.2%	+$51.6K	0.24%	83
2019 Q3	$28.9M	Sell	211,732 -9,755	-4%	-$1.32M	0.25%	79
2019 Q2	$29.8M	Buy	221,487 +15,122	+7%	+$2M	0.27%	80
2019 Q1	$26.8M	Buy	206,365 +11,561	+6%	+$1.45M	0.26%	80
2018 Q4	$22.4M	Sell	194,804 -1,987	-1%	-$246K	0.25%	88
2018 Q3	$26.3M	Buy	196,791 +7,955	+4%	+$1.04M	0.25%	80
2018 Q2	$23.6M	Sell	188,836 -1,632	-0.9%	-$203K	0.25%	82
2018 Q1	$23.1M	Buy	190,468 +5,291	+3%	+$664K	0.26%	81
2017 Q4	$22.7M	Buy	185,177 +3,115	+2%	+$372K	0.27%	73
2017 Q3	$21M	Buy	182,062 +3,702	+2%	+$419K	0.28%	65
2017 Q2	$19.8M	Buy	178,360 +619	+0.3%	+$68.1K	0.29%	65
2017 Q1	$19.2M	Buy	177,741 +9,585	+6%	+$1.02M	0.33%	57
2016 Q4	$17.2M	Buy	168,156 +1,106	+0.7%	+$111K	0.32%	61
2016 Q3	$16.6M	Buy	167,050 +3,275	+2%	+$324K	0.31%	67
2016 Q2	$15.7M	Sell	163,775 -12,367	-7%	-$1.17M	0.33%	64
2016 Q1	$16.6M	Buy	176,142 +305	+0.2%	+$27.2K	0.37%	59
2015 Q4	$16.4M	Sell	175,837 -158	-0.1%	-$14.9K	0.39%	52
2015 Q3	$15.5M	Sell	175,995 -359	-0.2%	-$33.5K	0.44%	46
2015 Q2	$16.7M	Sell	176,354 -1,151	-0.6%	-$111K	0.46%	41
2015 Q1	$16.9M	Sell	177,505 -27,191	-13%	-$2.58M	0.48%	42
2014 Q4	$19.3M	Buy	204,696 +3,745	+2%	+$346K	0.6%	28
2014 Q3	$18.2M	Buy	200,951 +15,837	+9%	+$1.44M	0.54%	34
2014 Q2	$16.7M	Sell	185,114 -15,924	-8%	-$1.39M	0.58%	38
2014 Q1	$17.3M	Buy	201,038 +2,702	+1%	+$228K	0.65%	31
2013 Q4	$16.8M	Sell	198,336 -12,078	-6%	-$982K	0.69%	25
2013 Q3	$16.3M	Buy	210,414 +46,301	+28%	+$3.56M	0.71%	26
2013 Q2	$12M	Buy	+164,113	New	+$12.1M	0.61%	31

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

Cambridge Investment Research Advisors's VV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.17% in Q2 2026, buying an estimated $93.4K and bringing the position to 164,122 shares worth $56.4M. The position accounts for 0.13% of the portfolio, ranked #143.

Cambridge Investment Research Advisors first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cambridge Investment Research Advisors held 164,122 shares of Vanguard Morningstar Large-Cap ETF worth $56.4M as of Q2 2026.
Cambridge Investment Research Advisors bought 280 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $93.4K.
Vanguard Morningstar Large-Cap ETF made up 0.13% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #143 holding.
Cambridge Investment Research Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.