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CX Institutional’s Vanguard Large-Cap ETF VV Stock Holding History

CX Institutional’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 		$17.5M Sell
51,008
-1,857
-4% -$619K 0.51% 45
2026
Q1 		$15.8M Sell
52,865
-342
-0.6% -$107K 0.48% 46
2025
Q4 		$16.7M Buy
53,207
+950
+2% +$297K 0.5% 44
2025
Q3 		$16.1M Sell
52,257
-71
-0.1% -$21K 0.49% 42
2025
Q2 		$14.9M Sell
52,328
-9,794
-16% -$2.58M 0.52% 38
2025
Q1 		$16M Buy
62,122
+2,940
+5% +$796K 0.6% 40
2024
Q4 		$16M Sell
59,182
-9,926
-14% -$2.69M 0.63% 40
2024
Q3 		$18.2M Buy
69,108
+4,589
+7% +$1.16M 0.81% 27
2024
Q2 		$16.1M Buy
64,519
+5,363
+9% +$1.29M 0.76% 31
2024
Q1 		$14.2M Sell
59,156
-2,334
-4% -$534K 0.68% 39
2023
Q4 		$13.4M Sell
61,490
-1,380
-2% -$282K 0.72% 41
2023
Q3 		$12.3M Sell
62,870
-79,789
-56% -$16.2M 0.68% 44
2023
Q2 		$28.9M Buy
142,659
+648
+0.5% +$124K 1.5% 6
2023
Q1 		$26.6M Sell
142,011
-27,828
-16% -$5.07M 1.42% 8
2022
Q4 		$29.6M Buy
169,839
+1,246
+0.7% +$219K 1.8% 5
2022
Q3 		$27.6M Buy
168,593
+18,237
+12% +$3.32M 1.91% 5
2022
Q2 		$25.9M Buy
150,356
+10,144
+7% +$1.9M 1.96% 5
2022
Q1 		$29.2M Buy
140,212
+6,955
+5% +$1.43M 2.34% 3
2021
Q4 		$29.5M Buy
133,257
+3,066
+2% +$657K 2.34% 4
2021
Q3 		$26.2M Sell
130,191
-5,006
-4% -$1.03M 2.14% 6
2021
Q2 		$27.1M Sell
135,197
-6,085
-4% -$1.19M 2.23% 5
2021
Q1 		$26.2M Sell
141,282
-66,836
-32% -$12.1M 2.34% 4
2020
Q4 		$36.6M Sell
208,118
-18,132
-8% -$3.01M 3.52% 4
2020
Q3 		$35.4M Sell
226,250
-15,210
-6% -$2.35M 3.82% 3
2020
Q2 		$34.5M Buy
241,460
+14,663
+6% +$1.98M 4.54% 1
2020
Q1 		$26.9M Buy
226,797
+132,390
+140% +$18.6M 4.38% 2
2019
Q4 		$14M Buy
94,407
+302
+0.3% +$42.7K 2.44% 7
2019
Q3 		$12.8M Buy
94,105
+1,898
+2% +$258K 2.07% 10
2019
Q2 		$12.4M Buy
92,207
+3,929
+4% +$520K 1.97% 12
2019
Q1 		$11.5M Buy
88,278
+16,768
+23% +$2.1M 2.02% 7
2018
Q4 		$8.21M Buy
71,510
+24,148
+51% +$2.99M 1.73% 18
2018
Q3 		$6.32M Buy
47,362
+14,465
+44% +$1.89M 2.09% 9
2018
Q2 		$4.1M Buy
+32,897
New +$4.09M 1.52% 23

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

CX Institutional's VV Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Large-Cap ETF (VV) stake by 3.5% in Q2 2026, selling an estimated $619K and leaving 51,008 shares worth $17.5M. The position accounts for 0.51% of the portfolio, ranked #45.

CX Institutional first reported a position in VV in Q2 2018 and has held it in 33 quarters since. The position peaked at $36.6M in Q4 2020. 287 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • CX Institutional held 51,008 shares of Vanguard Large-Cap ETF worth $17.5M as of Q2 2026.
  • CX Institutional sold 1,857 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $619K.
  • Vanguard Large-Cap ETF made up 0.51% of CX Institutional's portfolio in Q2 2026, its #45 holding.
  • CX Institutional first reported a position in Vanguard Large-Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Vanguard Large-Cap ETF position peaked at $36.6M in Q4 2020.
  • 287 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.