Cladis Investment Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cladis Investment Advisory’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	$297K	Hold	865	–	–	0.14%	135
2026 Q1	$259K	Hold	865	–	–	0.14%	134
2025 Q4	$272K	Hold	865	–	–	0.15%	132
2025 Q3	$266K	Hold	865	–	–	0.15%	125
2025 Q2	$247K	Hold	865	–	–	0.15%	122
2025 Q1	$222K	Hold	865	–	–	0.16%	117
2024 Q4	$233K	Hold	865	–	–	0.17%	113
2024 Q3	$228K	Hold	865	–	–	0.16%	117
2024 Q2	$216K	Hold	865	–	–	0.16%	123
2024 Q1	$207K	Buy	+865	New	+$198K	0.15%	132

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

Cladis Investment Advisory's VV Position: Q2 2026 in Review

Cladis Investment Advisory held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 865 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #135.

Cladis Investment Advisory first reported a position in VV in Q1 2024 and has held it in 10 quarters since. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cladis Investment Advisory held 865 shares of Vanguard Morningstar Large-Cap ETF worth $297K as of Q2 2026.
Cladis Investment Advisory left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.14% of Cladis Investment Advisory's portfolio in Q2 2026, its #135 holding.
Cladis Investment Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.