CWM
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Connecticut Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Connecticut Wealth Management’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 		$306K Hold
891
– – 0.01% 290
2026
Q1 		$266K Hold
891
– – 0.01% 290
2025
Q4 		$280K Sell
891
-29
-3% -$9.06K 0.01% 274
2025
Q3 		$283K Hold
920
– – 0.01% 278
2025
Q2 		$262K Hold
920
– – 0.01% 276
2025
Q1 		$236K Buy
+920
New +$249K 0.01% 276
2024
Q4 		– Sell
-1,080
Closed -$284K – 327
2024
Q3 		$284K Sell
1,080
-66
-6% -$16.7K 0.01% 270
2024
Q2 		$286K Sell
1,146
-155
-12% -$37.2K 0.01% 271
2024
Q1 		$312K Sell
1,301
-41
-3% -$9.38K 0.02% 265
2023
Q4 		$293K Hold
1,342
– – 0.02% 267
2023
Q3 		$263K Sell
1,342
-319
-19% -$65K 0.02% 247
2023
Q2 		$337K Sell
1,661
-646
-28% -$124K 0.02% 193
2023
Q1 		$431K Hold
2,307
– – 0.03% 148
2022
Q4 		$402K Sell
2,307
-20
-0.9% -$3.51K 0.03% 127
2022
Q3 		$381K Sell
2,327
-3,639
-61% -$662K 0.04% 126
2022
Q2 		$1.03M Sell
5,966
-223
-4% -$41.9K 0.09% 86
2022
Q1 		$1.29M Sell
6,189
-40
-0.6% -$8.22K 0.1% 79
2021
Q4 		$1.38M Buy
6,229
+10
+0.2% +$2.14K 0.11% 73
2021
Q3 		$1.25M Sell
6,219
-48
-0.8% -$9.92K 0.11% 75
2021
Q2 		$1.26M Sell
6,267
-195
-3% -$38.1K 0.11% 74
2021
Q1 		$1.2M Sell
6,462
-386
-6% -$69.9K 0.11% 60
2020
Q4 		$1.2M Sell
6,848
-101
-1% -$16.8K 0.13% 69
2020
Q3 		$1.09M Sell
6,949
-214
-3% -$33K 0.12% 77
2020
Q2 		$1.02M Buy
7,163
+16
+0.2% +$2.16K 0.13% 62
2020
Q1 		$846K Sell
7,147
-389
-5% -$54.7K 0.13% 73
2019
Q4 		$1.11M Sell
7,536
-306
-4% -$43.3K 0.12% 77
2019
Q3 		$1.07M Sell
7,842
-151
-2% -$20.5K 0.13% 79
2019
Q2 		$1.08M Sell
7,993
-124
-2% -$16.4K 0.13% 77
2019
Q1 		$1.05M Sell
8,117
-283
-3% -$35.4K 0.36% 25
2018
Q4 		$965K Buy
8,400
+54
+0.6% +$6.69K 0.42% 25
2018
Q3 		$1.12M Sell
8,346
-224
-3% -$29.3K 0.49% 20
2018
Q2 		$1.07M Buy
8,570
+24
+0.3% +$2.98K 0.51% 19
2018
Q1 		$1.01M Sell
8,546
-576
-6% -$72.3K 0.57% 22
2017
Q4 		$1.15M Sell
9,122
-639
-7% -$76.4K 0.62% 20
2017
Q3 		$1.14M Sell
9,761
-252
-3% -$28.5K 0.67% 17
2017
Q2 		$1.11M Sell
10,013
-2,359
-19% -$259K 0.68% 19
2017
Q1 		$1.33M Sell
12,372
-660
-5% -$70.4K 0.81% 16
2016
Q4 		$1.36M Buy
13,032
+56
+0.4% +$5.61K 0.86% 12
2016
Q3 		$1.28M Buy
+12,976
New +$1.29M 0.92% 14

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Connecticut Wealth Management's VV Position: Q2 2026 in Review

Connecticut Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 891 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #290.

Connecticut Wealth Management first reported a position in VV in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.38M in Q4 2021. 695 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Connecticut Wealth Management held 891 shares of Vanguard Morningstar Large-Cap ETF worth $306K as of Q2 2026.
  • Connecticut Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Connecticut Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2016 and has held it in 39 quarters since.
  • Connecticut Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.38M in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.