Cornerstone Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cornerstone Advisory’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	$224K	Buy	+651	New	+$217K	0.02%	250
2026 Q1	–	Sell	-651	Closed	-$205K	–	276
2025 Q4	$205K	Hold	651	–	–	0.02%	242
2025 Q3	$200K	Buy	+651	New	+$193K	0.02%	239
2022 Q1	–	Sell	-805	Closed	-$178K	–	779
2021 Q4	$178K	Buy	+805	New	+$173K	0.03%	267
2020 Q2	–	Sell	-3,000	Closed	-$355K	–	172
2020 Q1	$355K	Sell	3,000 -539	-15%	-$75.7K	0.11%	112
2019 Q4	$523K	Buy	3,539 +39	+1%	+$5.52K	0.11%	109
2019 Q3	$477K	Sell	3,500 -770	-18%	-$105K	0.1%	110
2019 Q2	$575K	Sell	4,270 -230	-5%	-$30.4K	0.12%	102
2019 Q1	$584K	Sell	4,500 -7,930	-64%	-$991K	0.13%	102
2018 Q4	$1.43M	Buy	12,430 +9,930	+397%	+$1.23M	0.37%	56
2018 Q3	$334K	Hold	2,500	–	–	0.1%	120
2018 Q2	$312K	Buy	+2,500	New	+$311K	0.1%	120

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 Advisory's VV Position: Q2 2026 in Review

Cornerstone Advisory opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 651 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: Cornerstone Advisory previously reported a position in VV as recently as Q4 2025.

Cornerstone Advisory first reported a position in VV in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.43M in Q4 2018. 1,364 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cornerstone Advisory held 651 shares of Vanguard Morningstar Large-Cap ETF worth $224K as of Q2 2026.
Vanguard Morningstar Large-Cap ETF was a new Cornerstone Advisory position in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #250 holding.
Cornerstone Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and has held it in 12 quarters since.
Cornerstone Advisory's Vanguard Morningstar Large-Cap ETF position peaked at $1.43M in Q4 2018.
1,364 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.