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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Claro Advisors's VV Position: Q2 2026 in Review

Claro Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,511 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #262.

Claro Advisors first reported a position in VV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.92M in Q1 2024. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Claro Advisors held 1,511 shares of Vanguard Morningstar Large-Cap ETF worth $520K as of Q2 2026.
  • Claro Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #262 holding.
  • Claro Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Claro Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $1.92M in Q1 2024.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.