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

Cresset 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	$181M	Sell	526,292 -2,909	-0.5%	-$970K	0.65%	24
2026 Q1	$158M	Buy	529,201 +10,736	+2%	+$3.36M	0.68%	24
2025 Q4	$163M	Sell	518,465 -24,101	-4%	-$7.53M	0.69%	24
2025 Q3	$167M	Buy	542,566 +21,993	+4%	+$6.51M	0.73%	21
2025 Q2	$149M	Sell	520,573 -45,559	-8%	-$12M	0.74%	21
2025 Q1	$146M	Sell	566,132 -3,375	-0.6%	-$914K	0.73%	20
2024 Q4	$154M	Sell	569,507 -41,710	-7%	-$11.3M	0.73%	22
2024 Q3	$161M	Sell	611,217 -14,613	-2%	-$3.71M	0.62%	24
2024 Q2	$157M	Sell	625,830 -13,228	-2%	-$3.18M	0.66%	23
2024 Q1	$153M	Buy	639,058 +24,069	+4%	+$5.51M	0.74%	22
2023 Q4	$134M	Sell	614,989 -53,802	-8%	-$11M	0.8%	19
2023 Q3	$131M	Sell	668,791 -34,512	-5%	-$7.03M	0.51%	27
2023 Q2	$143M	Buy	703,303 +25,391	+4%	+$4.87M	0.18%	41
2023 Q1	$127M	Sell	677,912 -19,390	-3%	-$3.53M	2.53%	8
2022 Q4	$121M	Sell	697,302 -101,314	-13%	-$17.8M	1.53%	12
2022 Q3	$131M	Sell	798,616 -561,312	-41%	-$102M	1.65%	10
2022 Q2	$142M	Sell	1,359,928 -38,742	-3%	-$7.27M	1.75%	10
2022 Q1	$292M	Sell	1,398,670 -64,759	-4%	-$13.3M	3.03%	7
2021 Q4	$323M	Buy	1,463,429 +1,452,759	+13,615%	+$312M	3.12%	6
2021 Q3	$2.14M	Sell	10,670 -3,187	-23%	-$659K	0.03%	218
2021 Q2	$2.78M	Sell	13,857 -5,205	-27%	-$1.02M	0.04%	162
2021 Q1	$3.53M	Buy	19,062 +3,100	+19%	+$562K	0.06%	123
2020 Q4	$2.81M	Sell	15,962 -3,176	-17%	-$528K	0.05%	122
2020 Q3	$2.99M	Buy	19,138 +448	+2%	+$69.1K	0.06%	127
2020 Q2	$2.67M	Buy	18,690 +11,206	+150%	+$1.52M	0.06%	122
2020 Q1	$886K	Hold	7,484	–	–	0.03%	210
2019 Q4	$1.11M	Sell	7,484 -2,904	-28%	-$411K	0.03%	200
2019 Q3	$1.42M	Buy	10,388 +71	+0.7%	+$9.64K	0.04%	156
2019 Q2	$1.4M	Buy	10,317 +1,866	+22%	+$247K	0.04%	146
2019 Q1	$1.1M	Hold	8,451	–	–	0.04%	103
2018 Q4	$971K	Buy	+8,451	New	+$1.05M	0.06%	74

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

Cresset Asset Management's VV Position: Q2 2026 in Review

Cresset Asset Management reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.55% in Q2 2026, selling an estimated $970K and leaving 526,292 shares worth $181M. The position accounts for 0.65% of the portfolio, ranked #24.

Cresset Asset Management first reported a position in VV in Q4 2018 and has held it in 31 quarters since. The position peaked at $323M in Q4 2021. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cresset Asset Management held 526,292 shares of Vanguard Morningstar Large-Cap ETF worth $181M as of Q2 2026.
Cresset Asset Management sold 2,909 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $970K.
Vanguard Morningstar Large-Cap ETF made up 0.65% of Cresset Asset Management's portfolio in Q2 2026, its #24 holding.
Cresset Asset Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's Vanguard Morningstar Large-Cap ETF position peaked at $323M in Q4 2021.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.