Choate Investment Advisors’s Vanguard 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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return