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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 		– Sell
-1,100
Closed -$346K – 1802
2025
Q4 		$346K Buy
+1,100
New +$344K ﹤0.01% 1227

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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.