Crescent Sterling’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Crescent Sterling’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	$413K	Sell	1,200 -950	-44%	-$317K	0.37%	63
2026 Q1	$643K	Hold	2,150	–	–	0.62%	45
2025 Q4	$677K	Sell	2,150 -250	-10%	-$78.1K	0.69%	40
2025 Q3	$739K	Sell	2,400 -600	-20%	-$178K	0.78%	36
2025 Q2	$856K	Hold	3,000	–	–	0.96%	34
2025 Q1	$771K	Hold	3,000	–	–	0.79%	38
2024 Q4	$809K	Sell	3,000 -500	-14%	-$135K	0.83%	36
2024 Q3	$922K	Sell	3,500 -50	-1%	-$12.7K	0.88%	34
2024 Q2	$886K	Hold	3,550	–	–	0.85%	34
2024 Q1	$851K	Buy	+3,550	New	+$812K	0.78%	39

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

Crescent Sterling's VV Position: Q2 2026 in Review

Crescent Sterling reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 44% in Q2 2026, selling an estimated $317K and leaving 1,200 shares worth $413K. The position accounts for 0.37% of the portfolio, ranked #63.

Crescent Sterling first reported a position in VV in Q1 2024 and has held it in 10 quarters since. The position peaked at $922K in Q3 2024. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Crescent Sterling held 1,200 shares of Vanguard Morningstar Large-Cap ETF worth $413K as of Q2 2026.
Crescent Sterling sold 950 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $317K.
Vanguard Morningstar Large-Cap ETF made up 0.37% of Crescent Sterling's portfolio in Q2 2026, its #63 holding.
Crescent Sterling first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Crescent Sterling's Vanguard Morningstar Large-Cap ETF position peaked at $922K in Q3 2024.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.