CoreCap Advisors
VV icon

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

CoreCap 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
Q3 		$621K Sell
1,765
-200
-10% -$70K 0.02% 496
2026
Q2 		$676K Buy
1,965
+209
+12% +$69.7K 0.02% 475
2026
Q1 		$525K Buy
1,756
+158
+10% +$49.4K 0.02% 503
2025
Q4 		$503K Sell
1,598
-656
-29% -$205K 0.02% 506
2025
Q3 		$694K Buy
2,254
+768
+52% +$227K 0.03% 454
2025
Q2 		$424K Sell
1,486
-12
-0.8% -$3.16K 0.02% 542
2025
Q1 		$385K Buy
1,498
+29
+2% +$7.86K 0.02% 524
2024
Q4 		$396K Buy
1,469
+143
+11% +$38.7K 0.02% 519
2024
Q3 		$349K Buy
+1,326
New +$336K 0.02% 540
2024
Q2 		– Sell
-1,009
Closed -$242K – 2581
2024
Q1 		$242K Sell
1,009
-87
-8% -$19.9K 0.01% 576
2023
Q4 		$239K Buy
1,096
+22
+2% +$4.5K 0.02% 517
2023
Q3 		$210K Sell
1,074
-70
-6% -$14.3K 0.02% 493
2023
Q2 		$232K Buy
+1,144
New +$219K 0.02% 499
2022
Q4 		$199K Buy
+1,144
New +$201K 0.01% 535
2022
Q3 		– Sell
-1,133
Closed -$195K – 2080
2022
Q2 		$195K Hold
1,133
– – 0.02% 520
2022
Q1 		$236K Hold
1,133
– – 0.02% 466
2021
Q4 		$250K Buy
+1,133
New +$243K 0.02% 482

Other funds holding VV

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's VV Position: Q3 2026 in Review

CoreCap Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 10% in Q3 2026, selling an estimated $70K and leaving 1,765 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #496.

CoreCap Advisors first reported a position in VV in Q4 2021 and has held it in 17 quarters since. The position peaked at $694K in Q3 2025. 436 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • CoreCap Advisors held 1,765 shares of Vanguard Morningstar Large-Cap ETF worth $621K as of Q3 2026.
  • CoreCap Advisors sold 200 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $70K.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #496 holding.
  • CoreCap Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $694K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.