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Cardiff Park Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cardiff Park 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 		$3.56M Buy
10,358
+10
+0.1% +$3.34K 0.28% 54
2026
Q1 		$3.09M Buy
10,348
+10
+0.1% +$3.13K 0.25% 61
2025
Q4 		$3.25M Buy
10,338
+18
+0.2% +$5.62K 0.27% 53
2025
Q3 		$3.18M Buy
10,320
+10
+0.1% +$2.96K 0.24% 55
2025
Q2 		$2.94M Buy
10,310
+21
+0.2% +$5.53K 0.25% 53
2025
Q1 		$2.64M Buy
10,289
+13
+0.1% +$3.52K 0.25% 53
2024
Q4 		$2.77M Sell
10,276
-519
-5% -$141K 0.26% 55
2024
Q3 		$2.84M Buy
10,795
+33
+0.3% +$8.37K 0.25% 55
2024
Q2 		$2.69M Sell
10,762
-3,344
-24% -$803K 0.26% 57
2024
Q1 		$3.38M Buy
14,106
+3,537
+33% +$809K 0.32% 50
2023
Q4 		$2.31M Buy
10,569
+16
+0.2% +$3.27K 0.26% 57
2023
Q3 		$2.07M Buy
10,553
+321
+3% +$65.4K 0.26% 55
2023
Q2 		$2.07M Buy
10,232
+758
+8% +$145K 0.25% 55
2023
Q1 		$1.77M Buy
9,474
+15
+0.2% +$2.73K 0.23% 59
2022
Q4 		$1.65M Buy
9,459
+5,559
+143% +$975K 0.23% 59
2022
Q3 		$638K Sell
3,900
-656
-14% -$119K 0.1% 113
2022
Q2 		$785K Buy
4,556
+497
+12% +$93.3K 0.12% 99
2022
Q1 		$846K Buy
4,059
+8
+0.2% +$1.64K 0.12% 89
2021
Q4 		$895K Buy
+4,051
New +$869K 0.12% 84

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cardiff Park Advisors's VV Position: Q2 2026 in Review

Cardiff Park Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.1% in Q2 2026, buying an estimated $3.34K and bringing the position to 10,358 shares worth $3.56M. The position accounts for 0.28% of the portfolio, ranked #54.

Cardiff Park Advisors first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Cardiff Park Advisors held 10,358 shares of Vanguard Morningstar Large-Cap ETF worth $3.56M as of Q2 2026.
  • Cardiff Park Advisors bought 10 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $3.34K.
  • Vanguard Morningstar Large-Cap ETF made up 0.28% of Cardiff Park Advisors's portfolio in Q2 2026, its #54 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.