Cresset Asset Management’s Vanguard 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 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 $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cresset Asset Management's VV Position: Q1 2026 in Review

Cresset Asset Management increased its Vanguard Large-Cap ETF (VV) stake by 2.1% in Q1 2026, buying an estimated $3.36M and bringing the position to 529,201 shares worth $158M. The position accounts for 0.68% of the portfolio, ranked #24.

Cresset Asset Management first reported a position in VV in Q4 2018 and has held it in 30 quarters since. The position peaked at $323M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Cresset Asset Management held 529,201 shares of Vanguard Large-Cap ETF worth $158M as of Q1 2026.
Cresset Asset Management bought 10,736 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $3.36M.
Vanguard Large-Cap ETF made up 0.68% of Cresset Asset Management's portfolio in Q1 2026, its #24 holding.
Cresset Asset Management first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's Vanguard Large-Cap ETF position peaked at $323M in Q4 2021.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.