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Clarius Group LLC’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clarius Group LLC’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
2025
Q4 		$7.21M Sell
22,901
-130
-0.6% -$40.6K 0.41% 30
2025
Q3 		$7.09M Sell
23,031
-40
-0.2% -$11.8K 0.42% 29
2025
Q2 		$6.58M Buy
23,071
+2,823
+14% +$744K 0.38% 37
2025
Q1 		$5.2M Sell
20,248
-4,317
-18% -$1.17M 0.33% 38
2024
Q4 		$6.63M Sell
24,565
-805
-3% -$218K 0.45% 31
2024
Q3 		$6.68M Buy
25,370
+10
+0% +$2.54K 0.47% 32
2024
Q2 		$6.33M Buy
25,360
+643
+3% +$154K 0.45% 32
2024
Q1 		$5.93M Buy
24,717
+5
+0% +$1.14K 0.41% 35
2023
Q4 		$5.39M Buy
24,712
+5
+0% +$1.02K 0.45% 32
2023
Q3 		$4.83M Sell
24,707
-140
-0.6% -$28.5K 0.46% 33
2023
Q2 		$5.04M Buy
24,847
+491
+2% +$94.1K 0.39% 36
2023
Q1 		$4.55M Buy
24,356
+5
+0% +$910 0.39% 35
2022
Q4 		$4.24M Buy
24,351
+16,899
+227% +$2.96M 0.38% 38
2022
Q3 		$1.22M Sell
7,452
-1,456
-16% -$265K 0.12% 101
2022
Q2 		$1.53M Buy
8,908
+1,483
+20% +$278K 0.15% 88
2022
Q1 		$1.64M Hold
7,425
– – 0.13% 91
2021
Q4 		$1.64M Buy
7,425
+1,276
+21% +$274K 0.13% 91
2021
Q3 		$1.24M Buy
6,149
+991
+19% +$205K 0.11% 105
2021
Q2 		$1.04M Buy
5,158
+4
+0.1% +$781 0.09% 117
2021
Q1 		$955K Buy
5,154
+5
+0.1% +$906 0.09% 116
2020
Q4 		$905K Buy
5,149
+25
+0.5% +$4.15K 0.1% 103
2020
Q3 		$802K Buy
5,124
+7
+0.1% +$1.08K 0.1% 96
2020
Q2 		$732K Buy
5,117
+1,323
+35% +$179K 0.1% 102
2020
Q1 		$449K Hold
3,794
– – 0.08% 121
2019
Q4 		$572K Buy
3,794
+7
+0.2% +$990 0.09% 114
2019
Q3 		$516K Buy
3,787
+6
+0.2% +$814 0.09% 116
2019
Q2 		$509K Sell
3,781
-1,048
-22% -$139K 0.1% 105
2019
Q1 		$627K Hold
4,829
– – 0.15% 83
2018
Q4 		$555K Sell
4,829
-163
-3% -$20.2K 0.2% 60
2018
Q3 		$666K Sell
4,992
-95
-2% -$12.4K 0.24% 47
2018
Q2 		$635K Hold
5,087
– – 0.26% 43
2018
Q1 		$616K Sell
5,087
-206
-4% -$25.9K 0.28% 37
2017
Q4 		$649K Buy
5,293
+94
+2% +$11.2K 0.29% 40
2017
Q3 		$600K Buy
5,199
+584
+13% +$66.1K 0.25% 44
2017
Q2 		$512K Sell
4,615
-1,820
-28% -$200K 0.21% 50
2017
Q1 		$696K Buy
6,435
+1,916
+42% +$204K 0.29% 43
2016
Q4 		$463K Sell
4,519
-350
-7% -$35K 0.2% 52
2016
Q3 		$483K Hold
4,869
– – 0.23% 49
2016
Q2 		$467K Buy
4,869
+395
+9% +$37.5K 0.25% 50
2016
Q1 		$419K Sell
4,474
-450
-9% -$40.1K 0.23% 51
2015
Q4 		$460K Buy
+4,924
New +$464K 0.27% 39

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clarius Group LLC's VV Position: Q4 2025 in Review

Clarius Group LLC reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.56% in Q4 2025, selling an estimated $40.6K and leaving 22,901 shares worth $7.21M. The position accounts for 0.41% of the portfolio, ranked #30.

Clarius Group LLC first reported a position in VV in Q4 2015 and has held it in 41 quarters since. 1,329 funds tracked by Wall St. Rank hold VV as of Q4 2025.

  • Clarius Group LLC held 22,901 shares of Vanguard Morningstar Large-Cap ETF worth $7.21M as of Q4 2025.
  • Clarius Group LLC sold 130 Vanguard Morningstar Large-Cap ETF shares in Q4 2025, an estimated $40.6K.
  • Vanguard Morningstar Large-Cap ETF made up 0.41% of Clarius Group LLC's portfolio in Q4 2025, its #30 holding.
  • Clarius Group LLC first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2015 and has held it in 41 quarters since.
  • 1,329 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.