CCA
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Clarity Capital Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clarity Capital 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 		$978K Buy
2,844
+8
+0.3% +$2.67K 0.41% 39
2026
Q1 		$848K Buy
2,836
+8
+0.3% +$2.5K 0.4% 40
2025
Q4 		$890K Buy
2,828
+15
+0.5% +$4.68K 0.45% 39
2025
Q3 		$866K Buy
2,813
+8
+0.3% +$2.37K 0.47% 39
2025
Q2 		$800K Buy
2,805
+281
+11% +$74K 0.47% 39
2025
Q1 		$649K Buy
2,524
+105
+4% +$28.4K 0.43% 41
2024
Q4 		$652K Buy
2,419
+15
+0.6% +$4.06K 0.44% 42
2024
Q3 		$633K Buy
2,404
+8
+0.3% +$2.03K 0.45% 42
2024
Q2 		$598K Hold
2,396
– – 0.46% 40
2024
Q1 		$574K Buy
2,396
+77
+3% +$17.6K 0.46% 42
2023
Q4 		$506K Buy
+2,319
New +$474K 0.44% 42

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Clarity Capital Advisors's VV Position: Q2 2026 in Review

Clarity Capital Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.28% in Q2 2026, buying an estimated $2.67K and bringing the position to 2,844 shares worth $978K. The position accounts for 0.41% of the portfolio, ranked #39.

Clarity Capital Advisors first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 679 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Clarity Capital Advisors held 2,844 shares of Vanguard Morningstar Large-Cap ETF worth $978K as of Q2 2026.
  • Clarity Capital Advisors bought 8 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $2.67K.
  • Vanguard Morningstar Large-Cap ETF made up 0.41% of Clarity Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Clarity Capital Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 679 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.