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

Claro 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 Q3	$497K	Sell	1,412 -99	-7%	-$34.7K	0.05%	294
2026 Q2	$520K	Hold	1,511	–	–	0.05%	262
2026 Q1	$452K	Sell	1,511 -15	-1%	-$4.69K	0.05%	264
2025 Q4	$480K	Hold	1,526	–	–	0.07%	230
2025 Q3	$470K	Sell	1,526 -3,035	-67%	-$899K	0.07%	236
2025 Q2	$1.3M	Sell	4,561 -42	-0.9%	-$11.1K	0.21%	96
2025 Q1	$1.18M	Sell	4,603 -1,834	-28%	-$497K	0.16%	122
2024 Q4	$1.74M	Sell	6,437 -709	-10%	-$192K	0.23%	81
2024 Q3	$1.88M	Sell	7,146 -1	-0%	-$254	0.24%	83
2024 Q2	$1.78M	Sell	7,147 -849	-11%	-$204K	0.28%	68
2024 Q1	$1.92M	Buy	7,996 +633	+9%	+$145K	0.33%	54
2023 Q4	$1.61M	Buy	7,363 +40	+0.5%	+$8.18K	0.35%	56
2023 Q3	$1.43M	Buy	7,323 +2,110	+40%	+$430K	0.36%	60
2023 Q2	$1.06M	Buy	5,213 +243	+5%	+$46.6K	0.26%	86
2023 Q1	$928K	Buy	4,970 +24	+0.5%	+$4.37K	0.27%	87
2022 Q4	$862K	Buy	4,946 +57	+1%	+$10K	0.28%	91
2022 Q3	$843K	Hold	4,889	–	–	0.34%	73
2022 Q2	$843K	Buy	4,889 +110	+2%	+$20.6K	0.34%	73
2022 Q1	$1.06M	Hold	4,779	–	–	0.38%	67
2021 Q4	$1.06M	Sell	4,779 -66	-1%	-$14.2K	0.38%	67
2021 Q3	$973K	Buy	4,845 +491	+11%	+$101K	0.41%	58
2021 Q2	$874K	Buy	4,354 +241	+6%	+$47K	0.39%	60
2021 Q1	$762K	Hold	4,113	–	–	0.39%	71
2020 Q4	$723K	Sell	4,113 -15	-0.4%	-$2.49K	0.38%	74
2020 Q3	$646K	Hold	4,128	–	–	0.41%	71
2020 Q2	$590K	Buy	4,128 +604	+17%	+$81.7K	0.41%	70
2020 Q1	$417K	Sell	3,524 -1,101	-24%	-$155K	0.39%	80
2019 Q4	$684K	Sell	4,625 -17	-0.4%	-$2.4K	0.53%	54
2019 Q3	$633K	Buy	4,642 +314	+7%	+$42.6K	0.56%	52
2019 Q2	$583K	Hold	4,328	–	–	0.54%	56
2019 Q1	$562K	Sell	4,328 -167	-4%	-$20.9K	0.56%	55
2018 Q4	$600K	Buy	+4,495	New	+$557K	0.48%	45

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Claro Advisors's VV Position: Q3 2026 in Review

Claro Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 6.6% in Q3 2026, selling an estimated $34.7K and leaving 1,412 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #294.

Claro Advisors first reported a position in VV in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.92M in Q1 2024. 843 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Claro Advisors held 1,412 shares of Vanguard Morningstar Large-Cap ETF worth $497K as of Q3 2026.
Claro Advisors sold 99 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $34.7K.
Vanguard Morningstar Large-Cap ETF made up 0.05% of Claro Advisors's portfolio in Q3 2026, its #294 holding.
Claro Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 32 quarters since.
Claro Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.92M in Q1 2024.
843 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.