Chevy Chase Trust’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Chevy Chase Trust’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
2025 Q3	–	Sell	-1,154	Closed	-$329K	–	641
2025 Q2	$329K	Hold	1,154	–	–	﹤0.01%	607
2025 Q1	$297K	Sell	1,154 -1,309	-53%	-$355K	﹤0.01%	611
2024 Q4	$664K	Buy	2,463 +1,294	+111%	+$351K	﹤0.01%	587
2024 Q3	$308K	Sell	1,169 -38	-3%	-$9.64K	﹤0.01%	601
2024 Q2	$301K	Buy	1,207 +3	+0.2%	+$721	﹤0.01%	594
2024 Q1	$289K	Buy	+1,204	New	+$275K	﹤0.01%	593
2020 Q1	–	Sell	-440	Closed	-$65K	–	1038
2019 Q4	$65K	Buy	+440	New	+$62.2K	﹤0.01%	786
2019 Q1	–	Sell	-490	Closed	-$56K	–	729
2018 Q4	$56K	Buy	+490	New	+$60.7K	﹤0.01%	689
2015 Q1	–	Sell	-620	Closed	-$59K	–	711
2014 Q4	$59K	Sell	620 -100	-14%	-$9.23K	﹤0.01%	688
2014 Q3	$65K	Hold	720	–	–	﹤0.01%	690
2014 Q2	$65K	Buy	+720	New	+$62.9K	﹤0.01%	681

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Chevy Chase Trust's VV Position: Q3 2025 in Review

Chevy Chase Trust sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2025, closing a stake of 1,154 shares — an estimated $329K sold.

Chevy Chase Trust first reported a position in VV in Q2 2014 and held it in 11 quarters. The position peaked at $664K in Q4 2024. 1,268 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Chevy Chase Trust reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
Chevy Chase Trust sold 1,154 Vanguard Morningstar Large-Cap ETF shares in Q3 2025, an estimated $329K.
Chevy Chase Trust first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2014 and held it in 11 quarters.
Chevy Chase Trust's Vanguard Morningstar Large-Cap ETF position peaked at $664K in Q4 2024.
1,268 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2025.

Based on Chevy Chase Trust's 13F filing for Q3 2025, filed 14 Nov 2025.