Cary Street Partners Investment Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cary Street Partners Investment Advisory’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	$10.3K	Buy	30 +8	+36%	+$2.67K	﹤0.01%	686
2026 Q1	$6.58K	Sell	22 -233	-91%	-$72.9K	﹤0.01%	648
2025 Q4	$80.3K	Buy	255 +216	+554%	+$67.5K	0.02%	451
2025 Q3	$12K	Hold	39	–	–	0.01%	534
2025 Q2	$11.1K	Hold	39	–	–	0.01%	513
2025 Q1	$10K	Buy	+39	New	+$10.6K	0.01%	487
2024 Q4	–	Sell	-22,463	Closed	-$5.91M	–	783
2024 Q3	$5.91M	Buy	22,463 +81	+0.4%	+$20.6K	0.22%	114
2024 Q2	$5.59M	Sell	22,382 -25,653	-53%	-$6.16M	0.23%	113
2024 Q1	$5.94M	Buy	48,035 +44	+0.1%	+$10.1K	0.25%	107
2023 Q4	$5.39M	Buy	47,991 +571	+1%	+$117K	0.26%	107
2023 Q3	$4.73M	Buy	47,420 +23,700	+100%	+$4.83M	0.25%	105
2023 Q2	$4.81M	Buy	23,720 +765	+3%	+$147K	0.31%	87
2023 Q1	$4.29M	Buy	22,955 +237	+1%	+$43.2K	0.31%	85
2022 Q4	$3.96M	Buy	22,718 +12,088	+114%	+$2.12M	0.29%	91
2022 Q3	$1.74M	Sell	10,630 -69	-0.6%	-$12.5K	0.14%	163
2022 Q2	$1.84M	Sell	10,699 -434	-4%	-$81.5K	0.16%	149
2022 Q1	$2.32M	Buy	11,133 +560	+5%	+$115K	0.64%	46
2021 Q4	$2.34M	Buy	10,573 +728	+7%	+$156K	0.65%	46
2021 Q3	$1.98M	Sell	9,845 -93	-0.9%	-$19.2K	0.65%	48
2021 Q2	$2M	Buy	9,938 +600	+6%	+$117K	0.64%	46
2021 Q1	$1.73M	Buy	9,338 +233	+3%	+$42.2K	0.71%	40
2020 Q4	$1.6M	Sell	9,105 -4,675	-34%	-$777K	0.31%	83
2020 Q3	$2.16M	Buy	13,780 +7,027	+104%	+$1.08M	0.46%	64
2020 Q2	$965K	Buy	+6,753	New	+$913K	1.37%	16
2020 Q1	–	Sell	-6,968	Closed	-$1.03M	–	133
2019 Q4	$1.03M	Buy	+6,968	New	+$986K	1.13%	23
2018 Q4	$758K	Buy	+6,607	New	+$818K	0.74%	25

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

Cary Street Partners Investment Advisory's VV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 36% in Q2 2026, buying an estimated $2.67K and bringing the position to 30 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Cary Street Partners Investment Advisory first reported a position in VV in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.94M in Q1 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cary Street Partners Investment Advisory held 30 shares of Vanguard Morningstar Large-Cap ETF worth $10.3K as of Q2 2026.
Cary Street Partners Investment Advisory bought 8 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.67K.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #686 holding.
Cary Street Partners Investment Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 26 quarters since.
Cary Street Partners Investment Advisory's Vanguard Morningstar Large-Cap ETF position peaked at $5.94M in Q1 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.