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Chicago Partners Investment Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Chicago Partners Investment 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 		$1.91M Buy
5,611
+159
+3% +$53K 0.04% 386
2026
Q1 		$1.78M Buy
5,452
+10
+0.2% +$3.13K 0.04% 363
2025
Q4 		$1.73M Buy
5,442
+58
+1% +$18.1K 0.04% 325
2025
Q3 		$1.71M Buy
5,384
+9
+0.2% +$2.67K 0.04% 307
2025
Q2 		$1.57M Sell
5,375
-34
-0.6% -$8.96K 0.05% 302
2025
Q1 		$1.4M Buy
5,409
+83
+2% +$22.5K 0.05% 295
2024
Q4 		$1.45M Buy
5,326
+15
+0.3% +$4.06K 0.05% 278
2024
Q3 		$1.41M Buy
5,311
+14
+0.3% +$3.55K 0.05% 272
2024
Q2 		$1.32M Buy
5,297
+16
+0.3% +$3.84K 0.05% 280
2024
Q1 		$1.23M Buy
5,281
+1,223
+30% +$280K 0.05% 283
2023
Q4 		$905K Buy
4,058
+14
+0.3% +$2.86K 0.04% 321
2023
Q3 		$779K Buy
4,044
+13
+0.3% +$2.65K 0.04% 317
2023
Q2 		$831K Sell
4,031
-24,861
-86% -$4.77M 0.04% 319
2023
Q1 		$5.44M Buy
28,892
+13
+0% +$2.37K 0.32% 73
2022
Q4 		$5.47M Buy
28,879
+18
+0.1% +$3.16K 0.34% 66
2022
Q3 		$5M Buy
28,861
+24,889
+627% +$4.52M 0.36% 62
2022
Q2 		$747K Buy
3,972
+16
+0.4% +$3K 0.05% 270
2022
Q1 		$708K Buy
3,956
+11
+0.3% +$2.26K 0.05% 253
2021
Q4 		$800K Buy
3,945
+13
+0.3% +$2.79K 0.06% 260
2021
Q3 		$854K Buy
3,932
+12
+0.3% +$2.48K 0.06% 245
2021
Q2 		$811K Buy
3,920
+11
+0.3% +$2.15K 0.06% 246
2021
Q1 		$765K Buy
3,909
+112
+3% +$20.3K 0.06% 238
2020
Q4 		$684K Buy
3,797
+15
+0.4% +$2.49K 0.06% 225
2020
Q3 		$593K Buy
3,782
+72
+2% +$11.1K 0.07% 205
2020
Q2 		$557K Buy
3,710
+16
+0.4% +$2.16K 0.07% 200
2020
Q1 		$488K Buy
3,694
+169
+5% +$23.7K 0.08% 196
2019
Q4 		$536K Buy
3,525
+87
+3% +$12.3K 0.07% 209
2019
Q3 		$474K Buy
3,438
+14
+0.4% +$1.9K 0.07% 203
2019
Q2 		$469K Buy
3,424
+15
+0.4% +$1.98K 0.07% 195
2019
Q1 		$454K Buy
3,409
+19
+0.6% +$2.38K 0.07% 191
2018
Q4 		$403K Buy
3,390
+19
+0.6% +$2.35K 0.06% 221
2018
Q3 		$408K Sell
3,371
-58
-2% -$7.6K 0.06% 212
2018
Q2 		$428K Buy
3,429
+15
+0.4% +$1.86K 0.07% 190
2018
Q1 		$414K Buy
3,414
+15
+0.4% +$1.88K 0.07% 175
2017
Q4 		$417K Buy
3,399
+16
+0.5% +$1.91K 0.07% 181
2017
Q3 		$390K Buy
3,383
+1,734
+105% +$196K 0.07% 185
2017
Q2 		$176K Sell
1,649
-878
-35% -$96.6K 0.05% 217
2017
Q1 		$273K Buy
2,527
+12
+0.5% +$1.28K 0.08% 159
2016
Q4 		$257K Buy
2,515
+14
+0.6% +$1.4K 0.09% 151
2016
Q3 		$248K Buy
2,501
+14
+0.6% +$1.39K 0.1% 147
2016
Q2 		$238K Buy
2,487
+11
+0.4% +$1.04K 0.11% 120
2016
Q1 		$233K Buy
2,476
+12
+0.5% +$1.07K 0.12% 111
2015
Q4 		$230K Buy
2,464
+26
+1% +$2.45K 0.11% 137
2015
Q3 		$215K Buy
2,438
+11
+0.5% +$1.03K 0.12% 115
2015
Q2 		$230K Buy
2,427
+33
+1% +$3.19K 0.1% 125
2015
Q1 		$226K Buy
2,394
+21
+0.9% +$1.99K 0.1% 117
2014
Q4 		$224K Buy
+2,373
New +$219K 0.09% 110

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

Chicago Partners Investment Group's VV Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2.9% in Q2 2026, buying an estimated $53K and bringing the position to 5,611 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #386.

Chicago Partners Investment Group first reported a position in VV in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.47M in Q4 2022. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Chicago Partners Investment Group held 5,611 shares of Vanguard Morningstar Large-Cap ETF worth $1.91M as of Q2 2026.
  • Chicago Partners Investment Group bought 159 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $53K.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #386 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's Vanguard Morningstar Large-Cap ETF position peaked at $5.47M in Q4 2022.
  • 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.