CGC Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

CGC Financial Services’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	$939K	Hold	2,731	–	–	0.21%	23
2026 Q1	$816K	Hold	2,731	–	–	0.24%	21
2025 Q4	$860K	Hold	2,731	–	–	0.23%	23
2025 Q3	$841K	Hold	2,731	–	–	0.23%	24
2025 Q2	$779K	Hold	2,731	–	–	0.26%	22
2025 Q1	$702K	Hold	2,731	–	–	0.28%	20
2024 Q4	$737K	Sell	2,731 -376	-12%	-$102K	0.29%	20
2024 Q3	$818K	Sell	3,107 -100	-3%	-$25.4K	0.33%	19
2024 Q2	$801K	Hold	3,207	–	–	0.35%	19
2024 Q1	$769K	Sell	3,207 -346	-10%	-$79.2K	0.4%	18
2023 Q4	$775K	Hold	3,553	–	–	0.36%	26
2023 Q3	$695K	Hold	3,553	–	–	0.49%	20
2023 Q2	$720K	Buy	+3,553	New	+$681K	0.47%	20

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

CGC Financial Services's VV Position: Q2 2026 in Review

CGC Financial Services held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 2,731 shares worth $939K. The position accounts for 0.21% of the portfolio, ranked #23.

CGC Financial Services first reported a position in VV in Q2 2023 and has held it in 13 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

CGC Financial Services held 2,731 shares of Vanguard Morningstar Large-Cap ETF worth $939K as of Q2 2026.
CGC Financial Services left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.21% of CGC Financial Services's portfolio in Q2 2026, its #23 holding.
CGC Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.