Clayton Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clayton Financial Group’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	$223K	Sell	648 -147	-18%	-$49K	0.12%	60
2026 Q1	$237K	Buy	795 +209	+36%	+$65.4K	0.12%	67
2025 Q4	$184K	Buy	586 +2	+0.3%	+$625	0.09%	78
2025 Q3	$180K	Buy	+584	New	+$173K	0.13%	54
2025 Q2	–	Sell	-8,029	Closed	-$2.06M	–	111
2025 Q1	$2.06M	Buy	8,029 +254	+3%	+$68.8K	0.76%	29
2024 Q4	$2.1M	Sell	7,775 -225	-3%	-$61K	0.76%	29
2024 Q3	$2.11M	Buy	8,000 +3,673	+85%	+$932K	0.79%	31
2024 Q2	$1.04M	Buy	4,327 +104	+2%	+$25K	0.45%	38
2024 Q1	$1.01M	Buy	+4,223	New	+$966K	0.46%	37

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

Clayton Financial Group's VV Position: Q2 2026 in Review

Clayton Financial Group reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 18% in Q2 2026, selling an estimated $49K and leaving 648 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #60.

Clayton Financial Group first reported a position in VV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.11M in Q3 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Clayton Financial Group held 648 shares of Vanguard Morningstar Large-Cap ETF worth $223K as of Q2 2026.
Clayton Financial Group sold 147 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $49K.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Clayton Financial Group's portfolio in Q2 2026, its #60 holding.
Clayton Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Clayton Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $2.11M in Q3 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.