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Cobblestone Capital Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Cobblestone Capital 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
2025
Q3 		$305K Sell
991
-33
-3% -$9.77K 0.01% 253
2025
Q2 		$292K Sell
1,024
-43
-4% -$11.3K 0.02% 247
2025
Q1 		$274K Sell
1,067
-77
-7% -$20.9K 0.02% 255
2024
Q4 		$309K Sell
1,144
-74
-6% -$20.1K 0.02% 237
2024
Q3 		$321K Hold
1,218
– – 0.02% 231
2024
Q2 		$304K Sell
1,218
-88
-7% -$21.1K 0.02% 224
2024
Q1 		$313K Sell
1,306
-157
-11% -$35.9K 0.02% 224
2023
Q4 		$319K Sell
1,463
-130
-8% -$26.6K 0.02% 217
2023
Q3 		$312K Sell
1,593
-7
-0.4% -$1.43K 0.02% 201
2023
Q2 		$324K Sell
1,600
-763
-32% -$146K 0.02% 205
2023
Q1 		$441K Sell
2,363
-400
-14% -$72.8K 0.03% 181
2022
Q4 		$481K Sell
2,763
-61
-2% -$10.7K 0.04% 173
2022
Q3 		$462K Sell
2,824
-115
-4% -$20.9K 0.04% 166
2022
Q2 		$507K Sell
2,939
-31
-1% -$5.82K 0.04% 162
2022
Q1 		$619K Sell
2,970
-261
-8% -$53.6K 0.04% 152
2021
Q4 		$714K Sell
3,231
-68
-2% -$14.6K 0.05% 143
2021
Q3 		$663K Sell
3,299
-25,422
-89% -$5.25M 0.05% 140
2021
Q2 		$5.77M Sell
28,721
-415
-1% -$81K 0.39% 46
2021
Q1 		$5.4M Sell
29,136
-80
-0.3% -$14.5K 0.39% 46
2020
Q4 		$5.13M Sell
29,216
-150
-0.5% -$24.9K 0.4% 44
2020
Q3 		$4.59M Sell
29,366
-449
-2% -$69.2K 0.4% 45
2020
Q2 		$4.26M Sell
29,815
-145
-0.5% -$19.6K 0.39% 45
2020
Q1 		$3.55M Sell
29,960
-60
-0.2% -$8.43K 0.38% 47
2019
Q4 		$4.44M Hold
30,020
– – 0.4% 47
2019
Q3 		$4.09M Buy
30,020
+1,320
+5% +$179K 0.41% 49
2019
Q2 		$3.87M Sell
28,700
-55
-0.2% -$7.28K 0.35% 55
2019
Q1 		$3.73M Sell
28,755
-30
-0.1% -$3.75K 0.35% 55
2018
Q4 		$3.31M Buy
28,785
+55
+0.2% +$6.81K 0.34% 57
2018
Q3 		$3.84M Sell
28,730
-675
-2% -$88.4K 0.36% 57
2018
Q2 		$3.67M Buy
29,405
+23,485
+397% +$2.92M 0.36% 58
2018
Q1 		$718K Sell
5,920
-44
-0.7% -$5.52K 0.07% 119
2017
Q4 		$731K Hold
5,964
– – 0.07% 128
2017
Q3 		$688K Sell
5,964
-30
-0.5% -$3.4K 0.08% 108
2017
Q2 		$665K Sell
5,994
-35
-0.6% -$3.85K 0.09% 105
2017
Q1 		$652K Hold
6,029
– – 0.09% 108
2016
Q4 		$617K Hold
6,029
– – 0.09% 108
2016
Q3 		$598K Sell
6,029
-166
-3% -$16.4K 0.08% 108
2016
Q2 		$594K Hold
6,195
– – 0.08% 109
2016
Q1 		$582K Hold
6,195
– – 0.08% 113
2015
Q4 		$579K Hold
6,195
– – 0.09% 117
2015
Q3 		$545K Sell
6,195
-1,370
-18% -$128K 0.09% 114
2015
Q2 		$717K Sell
7,565
-80
-1% -$7.75K 0.11% 103
2015
Q1 		$728K Sell
7,645
-135
-2% -$12.8K 0.11% 102
2014
Q4 		$734K Sell
7,780
-100
-1% -$9.23K 0.13% 104
2014
Q3 		$713K Buy
7,880
+45
+0.6% +$4.09K 0.13% 99
2014
Q2 		$705K Sell
7,835
-135
-2% -$11.8K 0.13% 101
2014
Q1 		$686K Sell
7,970
-1,020
-11% -$86.1K 0.13% 102
2013
Q4 		$762K Sell
8,990
-410
-4% -$33.3K 0.15% 98
2013
Q3 		$727K Sell
9,400
-4,540
-33% -$349K 0.15% 91
2013
Q2 		$1.02M Buy
+13,940
New +$1.03M 0.22% 76

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cobblestone Capital Advisors's VV Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 3.2% in Q3 2025, selling an estimated $9.77K and leaving 991 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #253.

Cobblestone Capital Advisors first reported a position in VV in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.77M in Q2 2021. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • Cobblestone Capital Advisors held 991 shares of Vanguard Large-Cap ETF worth $305K as of Q3 2025.
  • Cobblestone Capital Advisors sold 33 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $9.77K.
  • Vanguard Large-Cap ETF made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #253 holding.
  • Cobblestone Capital Advisors first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 50 quarters since.
  • Cobblestone Capital Advisors's Vanguard Large-Cap ETF position peaked at $5.77M in Q2 2021.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.