Crewe Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Crewe Advisors’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	$20.3K	Hold	59	–	–	﹤0.01%	617
2026 Q1	$17.6K	Hold	59	–	–	﹤0.01%	544
2025 Q4	$18.6K	Buy	+59	New	+$18.4K	﹤0.01%	504
2023 Q4	–	Sell	-38	Closed	-$7.44K	–	698
2023 Q3	$7.44K	Hold	38	–	–	﹤0.01%	266
2023 Q2	$7.7K	Buy	38 +16	+73%	+$3.07K	﹤0.01%	433
2023 Q1	$4.11K	Hold	22	–	–	﹤0.01%	656
2022 Q4	$3.83K	Hold	22	–	–	﹤0.01%	725
2022 Q3	$4K	Hold	22	–	–	﹤0.01%	919
2022 Q2	$4K	Hold	22	–	–	﹤0.01%	850
2022 Q1	$5K	Buy	+22	New	+$4.52K	﹤0.01%	398

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

Crewe Advisors's VV Position: Q2 2026 in Review

Crewe Advisors held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 59 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Crewe Advisors first reported a position in VV in Q1 2022 and has held it in 10 quarters since. 1,368 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Crewe Advisors held 59 shares of Vanguard Morningstar Large-Cap ETF worth $20.3K as of Q2 2026.
Crewe Advisors left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #617 holding.
Crewe Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2022 and has held it in 10 quarters since.
1,368 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.