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Chatham Capital Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Chatham Capital Group’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 		$17M Sell
49,491
-865
-2% -$289K 2.17% 11
2026
Q1 		$15M Sell
50,356
-150
-0.3% -$46.9K 2.18% 9
2025
Q4 		$15.9M Sell
50,506
-2,160
-4% -$675K 2.26% 8
2025
Q3 		$16.2M Sell
52,666
-2,120
-4% -$628K 2.33% 7
2025
Q2 		$15.6M Buy
54,786
+609
+1% +$160K 2.38% 6
2025
Q1 		$13.9M Buy
54,177
+708
+1% +$192K 2.32% 5
2024
Q4 		$14.4M Buy
53,469
+1,140
+2% +$309K 2.37% 5
2024
Q3 		$13.8M Buy
52,329
+150
+0.3% +$38.1K 2.25% 5
2024
Q2 		$13M Buy
52,179
+500
+1% +$120K 2.27% 6
2024
Q1 		$12.4M Sell
51,679
-50
-0.1% -$11.4K 2.27% 6
2023
Q4 		$11.3M Sell
51,729
-100
-0.2% -$20.4K 2.28% 6
2023
Q3 		$10.1M Buy
51,829
+227
+0.4% +$46.2K 2.26% 6
2023
Q2 		$10.5M Sell
51,602
-155
-0.3% -$29.7K 2.2% 5
2023
Q1 		$9.67M Sell
51,757
-875
-2% -$159K 2.16% 4
2022
Q4 		$9.17M Sell
52,632
-1,005
-2% -$176K 2.15% 4
2022
Q3 		$8.77M Sell
53,637
-2,145
-4% -$390K 2.15% 6
2022
Q2 		$9.61M Sell
55,782
-1,775
-3% -$333K 2.18% 7
2022
Q1 		$12M Sell
57,557
-1,595
-3% -$328K 2.32% 6
2021
Q4 		$13.1M Sell
59,152
-132
-0.2% -$28.3K 2.36% 6
2021
Q3 		$11.9M Buy
59,284
+90
+0.2% +$18.6K 2.29% 7
2021
Q2 		$11.9M Sell
59,194
-1,050
-2% -$205K 2.3% 7
2021
Q1 		$11.2M Sell
60,244
-195
-0.3% -$35.3K 2.34% 6
2020
Q4 		$10.6M Buy
60,439
+1,635
+3% +$272K 2.39% 7
2020
Q3 		$9.2M Sell
58,804
-2,155
-4% -$332K 2.27% 9
2020
Q2 		$8.72M Buy
60,959
+595
+1% +$80.4K 2.26% 9
2020
Q1 		$7.15M Sell
60,364
-247
-0.4% -$34.7K 2.11% 10
2019
Q4 		$8.96M Buy
60,611
+130
+0.2% +$18.4K 2.21% 9
2019
Q3 		$8.24M Buy
60,481
+30
+0% +$4.07K 2.11% 9
2019
Q2 		$8.14M Buy
60,451
+90
+0.1% +$11.9K 2.05% 10
2019
Q1 		$7.83M Buy
60,361
+725
+1% +$90.6K 2.02% 10
2018
Q4 		$6.85M Sell
59,636
-415
-0.7% -$51.4K 1.9% 12
2018
Q3 		$8.02M Buy
60,051
+117
+0.2% +$15.3K 2.03% 12
2018
Q2 		$7.48M Buy
59,934
+8
+0% +$994 1.97% 12
2018
Q1 		$7.26M Buy
59,926
+3,095
+5% +$389K 1.95% 14
2017
Q4 		$6.97M Sell
56,831
-2,220
-4% -$265K 1.92% 16
2017
Q3 		$6.81M Sell
59,051
-275
-0.5% -$31.1K 1.93% 15
2017
Q2 		$6.59M Buy
59,326
+150
+0.3% +$16.5K 1.82% 17
2017
Q1 		$6.4M Hold
59,176
– – 1.79% 17
2016
Q4 		$6.06M Buy
59,176
+650
+1% +$65.1K 1.77% 17
2016
Q3 		$5.8M Sell
58,526
-2,410
-4% -$239K 1.83% 15
2016
Q2 		$5.84M Buy
60,936
+1,075
+2% +$102K 1.81% 16
2016
Q1 		$5.63M Buy
59,861
+225
+0.4% +$20.1K 1.78% 16
2015
Q4 		$5.58M Sell
59,636
-4,089
-6% -$385K 1.79% 17
2015
Q3 		$5.61M Buy
63,725
+2,100
+3% +$196K 1.89% 14
2015
Q2 		$5.84M Sell
61,625
-6,559
-10% -$635K 1.64% 18
2015
Q1 		$6.49M Sell
68,184
-27,650
-29% -$2.63M 1.9% 14
2014
Q4 		$9.05M Sell
95,834
-13,342
-12% -$1.23M 2.7% 8
2014
Q3 		$9.88M Buy
109,176
+41,425
+61% +$3.76M 3.07% 6
2014
Q2 		$6.1M Sell
67,751
-12,614
-16% -$1.1M 2.39% 11
2014
Q1 		$6.91M Sell
80,365
-4,935
-6% -$417K 2.86% 8
2013
Q4 		$7.23M Sell
85,300
-5,850
-6% -$476K 3.01% 9
2013
Q3 		$7.05M Buy
91,150
+74,970
+463% +$5.77M 3.21% 7
2013
Q2 		$1.19M Buy
+16,180
New +$1.19M 0.58% 40

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

Chatham Capital Group's VV Position: Q2 2026 in Review

Chatham Capital Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.7% in Q2 2026, selling an estimated $289K and leaving 49,491 shares worth $17M. The position accounts for 2.17% of the portfolio, ranked #11.

Chatham Capital Group first reported a position in VV in Q2 2013 and has held it in 53 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Chatham Capital Group held 49,491 shares of Vanguard Morningstar Large-Cap ETF worth $17M as of Q2 2026.
  • Chatham Capital Group sold 865 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $289K.
  • Vanguard Morningstar Large-Cap ETF made up 2.17% of Chatham Capital Group's portfolio in Q2 2026, its #11 holding.
  • Chatham Capital Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.