Cornerstone Advisors Asset Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cornerstone Advisors Asset 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	$13.3M	Sell	38,548 -54	-0.1%	-$18K	1.73%	14
2026 Q1	$11.5M	Buy	38,602 +194	+0.5%	+$60.7K	1.78%	16
2025 Q4	$12.1M	Sell	38,408 -906	-2%	-$283K	1.96%	14
2025 Q3	$12.1M	Buy	39,314 +67	+0.2%	+$19.8K	2.12%	12
2025 Q2	$11.2M	Buy	39,247 +105	+0.3%	+$27.7K	2.16%	11
2025 Q1	$10.1M	Sell	39,142 -2,432	-6%	-$659K	2.06%	12
2024 Q4	$11.2M	Sell	41,574 -159	-0.4%	-$43.1K	2.42%	10
2024 Q3	$11M	Sell	41,733 -73	-0.2%	-$18.5K	2.43%	10
2024 Q2	$10.4M	Sell	41,806 -10	-0%	-$2.4K	2.95%	8
2024 Q1	$10M	Sell	41,816 -3,069	-7%	-$702K	3.53%	6
2023 Q4	$9.79M	Sell	44,885 -2,741	-6%	-$560K	3.7%	6
2023 Q3	$9.32M	Sell	47,626 -183	-0.4%	-$37.3K	3.72%	6
2023 Q2	$9.69M	Buy	47,809 +6	+0%	+$1.15K	4.18%	5
2023 Q1	$8.93M	Buy	47,803 +26	+0.1%	+$4.73K	4.36%	6
2022 Q4	$8.32M	Buy	+47,777	New	+$8.38M	4.45%	5

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

Cornerstone Advisors Asset Management's VV Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.14% in Q2 2026, selling an estimated $18K and leaving 38,548 shares worth $13.3M. The position accounts for 1.73% of the portfolio, ranked #14.

Cornerstone Advisors Asset Management first reported a position in VV in Q4 2022 and has held it in 15 quarters since. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cornerstone Advisors Asset Management held 38,548 shares of Vanguard Morningstar Large-Cap ETF worth $13.3M as of Q2 2026.
Cornerstone Advisors Asset Management sold 54 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $18K.
Vanguard Morningstar Large-Cap ETF made up 1.73% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #14 holding.
Cornerstone Advisors Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.