Clean Yield Group’s Vanguard Large-Cap ETF VV Stock Holding History

Clean Yield 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
2025 Q2	–	Sell	-40	Closed	-$10.3K	–	451
2025 Q1	$10.3K	Hold	40	–	–	﹤0.01%	310
2024 Q4	$10.8K	Hold	40	–	–	﹤0.01%	324
2024 Q3	$10.5K	Hold	40	–	–	﹤0.01%	326
2024 Q2	$9.98K	Hold	40	–	–	﹤0.01%	310
2024 Q1	$9.59K	Sell	40 -42	-51%	-$9.61K	﹤0.01%	321
2023 Q4	$17.9K	Hold	82	–	–	0.01%	288
2023 Q3	$16.4K	Hold	82	–	–	0.01%	296
2023 Q2	$16.6K	Hold	82	–	–	0.01%	302
2023 Q1	$15.3K	Hold	82	–	–	0.01%	302
2022 Q4	$14.3K	Buy	+82	New	+$14.4K	0.01%	314

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clean Yield Group's VV Position: Q2 2025 in Review

Clean Yield Group sold out of Vanguard Large-Cap ETF (VV) in Q2 2025, closing a stake of 40 shares — an estimated $10.3K sold.

Clean Yield Group first reported a position in VV in Q4 2022 and held it in 10 quarters. The position peaked at $17.9K in Q4 2023. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Clean Yield Group reported no remaining Vanguard Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
Clean Yield Group sold 40 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $10.3K.
Clean Yield Group first reported a position in Vanguard Large-Cap ETF in Q4 2022 and held it in 10 quarters.
Clean Yield Group's Vanguard Large-Cap ETF position peaked at $17.9K in Q4 2023.
1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.