Choate Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Choate Investment Advisors’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	$1.68M	Hold	4,883	–	–	0.03%	192
2026 Q1	$1.46M	Hold	4,883	–	–	0.03%	197
2025 Q4	$1.54M	Hold	4,883	–	–	0.03%	188
2025 Q3	$1.5M	Buy	4,883 +1,100	+29%	+$326K	0.03%	175
2025 Q2	$1.08M	Hold	3,783	–	–	0.02%	190
2025 Q1	$972K	Hold	3,783	–	–	0.02%	191
2024 Q4	$1.02M	Hold	3,783	–	–	0.02%	190
2024 Q3	$996K	Hold	3,783	–	–	0.03%	198
2024 Q2	$944K	Hold	3,783	–	–	0.02%	196
2024 Q1	$907K	Hold	3,783	–	–	0.02%	208
2023 Q4	$825K	Hold	3,783	–	–	0.03%	204
2023 Q3	$740K	Hold	3,783	–	–	0.03%	199
2023 Q2	$767K	Hold	3,783	–	–	0.03%	169
2023 Q1	$707K	Hold	3,783	–	–	0.03%	151
2022 Q4	$659K	Buy	3,783 +3,295	+675%	+$578K	0.04%	156
2022 Q3	$80K	Hold	488	–	–	0.01%	256
2022 Q2	$84K	Hold	488	–	–	0.01%	274
2022 Q1	$102K	Hold	488	–	–	0.01%	308
2021 Q4	$108K	Hold	488	–	–	0.01%	297
2021 Q3	$98K	Hold	488	–	–	0.01%	268
2021 Q2	$98K	Hold	488	–	–	0.01%	279
2021 Q1	$90K	Hold	488	–	–	0.01%	265
2020 Q4	$86K	Hold	488	–	–	0.01%	254
2020 Q3	$76K	Buy	+488	New	+$75.2K	﹤0.01%	252

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

Choate Investment Advisors's VV Position: Q2 2026 in Review

Choate Investment Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 4,883 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #192.

Choate Investment Advisors first reported a position in VV in Q3 2020 and has held it in 24 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Choate Investment Advisors held 4,883 shares of Vanguard Morningstar Large-Cap ETF worth $1.68M as of Q2 2026.
Choate Investment Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.03% of Choate Investment Advisors's portfolio in Q2 2026, its #192 holding.
Choate Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2020 and has held it in 24 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.