Cyndeo Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History

Cyndeo Wealth Partners’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
2025 Q2	–	Sell	-8,511	Closed	-$2.19M	–	493
2025 Q1	$2.19M	Buy	8,511 +2,068	+32%	+$560K	0.14%	155
2024 Q4	$1.74M	Hold	6,443	–	–	0.12%	175
2024 Q3	$1.7M	Sell	6,443 -126	-2%	-$32K	0.12%	175
2024 Q2	$1.64M	Buy	6,569 +154	+2%	+$37K	0.13%	175
2024 Q1	$1.54M	Hold	6,415	–	–	0.13%	168
2023 Q4	$1.4M	Sell	6,415 -500	-7%	-$102K	0.13%	165
2023 Q3	$1.35M	Buy	+6,915	New	+$1.41M	0.14%	158

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cyndeo Wealth Partners's VV Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of Vanguard Large-Cap ETF (VV) in Q2 2025, closing a stake of 8,511 shares — an estimated $2.19M sold.

Cyndeo Wealth Partners first reported a position in VV in Q3 2023 and held it in 7 quarters. The position peaked at $2.19M in Q1 2025. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

Cyndeo Wealth Partners reported no remaining Vanguard Large-Cap ETF position as of Q2 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 8,511 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $2.19M.
Cyndeo Wealth Partners first reported a position in Vanguard Large-Cap ETF in Q3 2023 and held it in 7 quarters.
Cyndeo Wealth Partners's Vanguard Large-Cap ETF position peaked at $2.19M in Q1 2025.
1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.