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

Cary Street Partners’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	$8.85M	Sell	49,025 -390	-0.8%	-$130K	0.19%	123
2026 Q1	$7.81M	Buy	49,415 +435	+0.9%	+$136K	0.19%	122
2025 Q4	$8.08M	Buy	48,980 +1	+0%	+$312	0.2%	120
2025 Q3	$7.91M	Sell	48,979 -2,497	-5%	-$739K	0.21%	117
2025 Q2	$8.04M	Sell	51,476 -379	-0.7%	-$99.9K	0.23%	103
2025 Q1	$7.34M	Buy	51,855 +695	+1%	+$188K	0.23%	105
2024 Q4	$7.52M	Buy	+51,160	New	+$13.9M	0.24%	101

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's VV Position: Q2 2026 in Review

Cary Street Partners reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.79% in Q2 2026, selling an estimated $130K and leaving 49,025 shares worth $8.85M. The position accounts for 0.19% of the portfolio, ranked #123.

Cary Street Partners first reported a position in VV in Q4 2024 and has held it in 7 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cary Street Partners held 49,025 shares of Vanguard Morningstar Large-Cap ETF worth $8.85M as of Q2 2026.
Cary Street Partners sold 390 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $130K.
Vanguard Morningstar Large-Cap ETF made up 0.19% of Cary Street Partners's portfolio in Q2 2026, its #123 holding.
Cary Street Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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