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

Clearstead 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	$8.16M	Sell	23,734 -23,773	-50%	-$7.93M	0.08%	187
2026 Q1	$14.2M	Buy	47,507 +45,866	+2,795%	+$14.4M	0.13%	132
2025 Q4	$517K	Hold	1,641	–	–	0.01%	646
2025 Q3	$505K	Buy	1,641 +504	+44%	+$149K	0.01%	624
2025 Q2	$324K	Buy	1,137 +373	+49%	+$98.3K	﹤0.01%	736
2025 Q1	$196K	Hold	764	–	–	﹤0.01%	845
2024 Q4	$206K	Hold	764	–	–	﹤0.01%	847
2024 Q3	$201K	Hold	764	–	–	﹤0.01%	862
2024 Q2	$191K	Buy	764 +175	+30%	+$42K	﹤0.01%	832
2024 Q1	$141K	Hold	589	–	–	0.01%	528
2023 Q4	$128K	Hold	589	–	–	0.01%	537
2023 Q3	$115K	Hold	589	–	–	0.01%	530
2023 Q2	$119K	Hold	589	–	–	0.01%	535
2023 Q1	$110K	Hold	589	–	–	0.01%	492
2022 Q4	$103K	Hold	589	–	–	0.01%	492
2022 Q3	$96K	Hold	589	–	–	0.01%	484
2022 Q2	$102K	Hold	589	–	–	0.01%	500
2022 Q1	$123K	Hold	589	–	–	0.01%	507
2021 Q4	$130K	Hold	589	–	–	0.01%	476
2021 Q3	$118K	Hold	589	–	–	0.01%	451
2021 Q2	$118K	Hold	589	–	–	0.01%	425
2021 Q1	$109K	Hold	589	–	–	0.01%	425
2020 Q4	$104K	Sell	589 -239	-29%	-$39.7K	0.01%	407
2020 Q3	$130K	Hold	828	–	–	0.01%	334
2020 Q2	$118K	Sell	828 -350	-30%	-$47.3K	0.01%	330
2020 Q1	$140K	Buy	+1,178	New	+$166K	0.02%	285

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

Clearstead Advisors's VV Position: Q2 2026 in Review

Clearstead Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 50% in Q2 2026, selling an estimated $7.93M and leaving 23,734 shares worth $8.16M. The position accounts for 0.08% of the portfolio, ranked #187.

Clearstead Advisors first reported a position in VV in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.2M in Q1 2026. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Clearstead Advisors held 23,734 shares of Vanguard Morningstar Large-Cap ETF worth $8.16M as of Q2 2026.
Clearstead Advisors sold 23,773 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $7.93M.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Clearstead Advisors's portfolio in Q2 2026, its #187 holding.
Clearstead Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and has held it in 26 quarters since.
Clearstead Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $14.2M in Q1 2026.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.