Clune & Associates’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Clune & Associates’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	$494K	Buy	1,404 +154	+12%	+$53.9K	0.08%	117
2026 Q2	$430K	Sell	1,250 -832	-40%	-$278K	0.07%	124
2026 Q1	$622K	Sell	2,082 -2,559	-55%	-$801K	0.12%	107
2025 Q4	$1.46M	Buy	4,641 +395	+9%	+$123K	0.32%	73
2025 Q3	$1.31M	Sell	4,246 -440	-9%	-$130K	0.33%	70
2025 Q2	$1.34M	Buy	4,686 +590	+14%	+$155K	0.37%	66
2025 Q1	$1.05M	Buy	4,096 +41	+1%	+$11.1K	0.32%	75
2024 Q4	$1.09M	Buy	+4,055	New	+$1.1M	0.36%	69

Other funds holding VV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clune & Associates's VV Position: Q3 2026 in Review

Clune & Associates increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 12% in Q3 2026, buying an estimated $53.9K and bringing the position to 1,404 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #117.

Clune & Associates first reported a position in VV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q4 2025. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Clune & Associates held 1,404 shares of Vanguard Morningstar Large-Cap ETF worth $494K as of Q3 2026.
Clune & Associates bought 154 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $53.9K.
Vanguard Morningstar Large-Cap ETF made up 0.08% of Clune & Associates's portfolio in Q3 2026, its #117 holding.
Clune & Associates first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard Morningstar Large-Cap ETF position peaked at $1.46M in Q4 2025.
474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.